We are experienced professional advisors together with 50+ years of combined wisdom, advising on insurance, how to protect the most important people in your life, and to make sure that you are prepared for the “unexpected”.
We are experienced professional advisors together with 50+ years of combined wisdom, advising on insurance, how to protect the most important people in your life, and to make sure that you are prepared for the “unexpected”.
Marty is a veteran in the financials services business, but really in the business of helping people. Thinks he is still 35-year-old young man. Consumed with overcoming obstacles and helping people achieve their goals as well as helping people connect to the most important people that can influence and change their lives.
Marty is also a skilled employee benefit advisor and helps business owners with the succession and business key people planning, as well as employee benefits for companies.
Marty is a Lifetime member of the Million Dollar Round Table, an elite class of professionals that represent the top 1% of all advisors in the USA.
Marty is a veteran in the financials services business, but really in the business of helping people. Thinks he is still 35-year-old young man. Consumed with overcoming obstacles and helping people achieve their goals as well as helping people connect to the most important people that can influence and change their lives.
Marty is also a skilled employee benefit advisor and helps business owners with the succession and business key people planning, as well as employee benefits
for companies.
Marty is a Lifetime member of the Million Dollar Round Table, an elite class of professionals that represent the top 1% of all advisors in the USA.
Scott is one genuine, loving and caring professionals you will ever meet. His focus is to help people plan for the unexpected with a particular passion for guarding against the cost of long-term care / aging – having seen the devastating financial effects on his own family.
Scott is the ultimate in simplifying complex financial issues, distilling down all into his trademarked “Zimmplicity” formats. He is savvy in financed insurance programs, hybrid linked products that combine life and health care /Long Term Care needs.
Scott is also a popular speaker and avid world Traveler.
Scott is one genuine, loving and caring professionals you will ever meet. His focus is to help people plan for the unexpected with a particular passion for guarding against the cost of long-term care / aging – having seen the devastating financial effects on his own family.
Scott is the ultimate in simplifying complex financial issues, distilling down all into his trademarked “Zimmplicity” formats. He is savvy in financed insurance programs, hybrid linked products that combine life and health care /Long Term Care needs.
Scott is also a popular speaker and avid world Traveler.
We are planners – not sales people, with deepest resources in business planning, insurance products, protection, life, disability, long-term care planning and how do use annuities to make sure you never lose your money or outlive your assets.
We’re not traditional advisors typically tied to one company. We are licensed in most states and contracted with over 100 insurance companies. We are constantly seeking out the best products and strategies to help or clients get best outcomes.
What if you own a business and you have business partners & key people and want to be sure that your business can continue, should someone die, or become disabled? How do you keep the most important people in your lives close to you- engaged and retain your most valuable people.
If you have employees then you know well how important it is to provide them with cutting edge benefits and programs that help enrich their lives and protect their families. Safe Smart Money principles run one of the largest employee benefit companies in Los Angeles be sure to talk to us about how to build a vibrant benefits portfolio.
With taxes likely to rise as you age how do you create “off balance sheet”, tax free income for later in life? Life insurance product when built properly can help people create tremendous amount of tax free wealth and also assure wealth transfer against state taxes ask us how the tax favored buildup in life insurance can help you.
There's assets and there's many people have assets most don't always have liquidity no matter what your life circumstances life insurance plays a vital role for almost everybody to assure the most important things but there are so many people and products parading this product how do you assess? Using our proprietary The Life Insurance AuditTM, we help people review manage and determine the best products available to solve their problems.
Let's your uncle is Bill Gates there's a strong likelihood you don't have anybody you could turn to if you became sick and your income suddenly came to a halt? if you are someone who depends on your income and needs to earn then protecting it is more critically important than any other insurance product. Let's have “the conversation” about your lifestyle income and goals.
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