Risk Management / Insurance

There are many risks in life. Insurance coverage enables individuals to protect themselves from potential risks. In addition, certain types of insurance products, if properly utilized, provide very significant tax advantages that are not available with non-insurance products. As professionals, we are familiar with these advantages and know when the use of the products would be most advantageous to clients. We are fully licensed to help clients with their insurance coverage. Our advisors are experienced with all types of insurance products and how they impact both risk coverage and financial planning needs. We can provide Life, Health, Disability and Long-Term Care Insurance as well as Variable Annuities and Variable Life Insurance.

 





Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA/SIPC
James O. Davis, Registered Representative [California Insurance License #0712211]