Get in Touch with Us

Schedule a discovery call or ask your insurance questions.

person using MacBook Pro
person using MacBook Pro

Frequently Asked Questions

What services do you provide?

I provide term insurance, whole life (cash-value) insurance, and annuities to help small businesses and their employees.

How do I schedule a call?
What is executive bonus plan?
What are buy-sell agreements?
Who can benefit from annuities?

An executive bonus plan is a strategy that rewards high-level employees to enhance retention through additional benefits.

Annuities can benefit those who are planning for or in retirement, who are need quaranteed income streams and tax-advantages.

You can easily schedule a discovery call through my website's. Click any of the Schedule Quote buttons to be directed to my Calendar.

Buy-sell agreements ensure business continuity by facilitating the transfer of ownership in the event of an owner’s death.

Contact Us

Reach out to discuss your insurance needs and how we can help your business thrive with tailored solutions.

Location:

8215 SW Tualatin-Sherwood Rd #200

Tualatin, Or 97206

Hours:

Monday - Friday

9:00 AM - 5:00 PM