I am a new Insurance Agent in Fremont.
Our goal is to assist our clients achieve their financial success by implementing strategies with insurance & retirement plans based on our 37 yrs of expertise. We specialize in 401(k) rollovers that will provide you lifetime pension income. Our staff are also bilingual in Cantonese & Mandarin.
We are Specialized in all type of life insurance, Health insurance, children collage plans , retirement plans , dental and eye insurance plans . We are more financial educator than a selling company. We educator our clients on each and every aspects of these products and services and make sure whatever they buy from us are valued to these clients. Give us an opportunity to serve you .
Financial protection is the foundation of a lasting legacy. We specialize in helping families, individuals, and business owners design life insurance and indexed annuity plans that fit their goals weather it's protecting loved ones, growing retirement income, or leaving a lasting impact. Our clients appreciated our personalized approach, honesty, and commitment to education first we take the time to explain your options clearly so you can make confident financial decisions. Our services Includes: * Life Insurance with Living Benefits (Terminal Illness, Chronic illness, Critical Injury, Alzheimer rider) IUL (Index Universal Life), GUL (Guarantee Universal Life), Whole life, Term, Final Expense * College Fund Savings (Tax Free) * Income Replacement (Tax Free) * Long Term Savings (Tax Free) * Indexed Annuities for Safe Retirement Growth (Various Plans with 10% Bonus upfront) * Income Protection & Legacy Planning * Free Consultations 1:1 and Policy Reviews * Office serving US. ** Call for a Free Consultations today, 925-683-8980, we are here to helping families protect today and build tomorrow.
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What will happen to my family if the worst happens to me? How can I take control of my finances? How do I build Generational Wealth? How can I insure the value of my life? Where do I even start? Have you ever asked any of these questions? There are answers! You can do it, I can help. I'll show you how to immediately protect your family, take control of your debt, stop paying outside lenders, start saving your income, minimize your tax exposure and above all begin to create passive streams of revenue. No matter where you are financially, my team and I will provide a complimentary consultation to get you to where you want to go. Contact me now and I'll send you a free video to get you started. Frustration begins where knowledge ends. It's time to stop being frustrated with your finances and start learning how to make your dollars work for you! Dana Tinney Wilson is a Wealth Strategist located in Northern California but appearing via zoom and google meetings all over the world. She has over 30 years experience helping families protect their financial interests and prepare their future generations for legacy wealth. When she's not mentoring her clients you'll likely find her on her Regenerative Ranch riding her horses with her children tending their cattle and goats.
Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another kind, I'm here to help you understand the insurance coverage you may want. Serving the Fremont, CA area since 1998, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #0C29943
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As your personal Farmers Insurance agent located in Fremont, I believe in keeping you informed of ways to protect what's important to you. Whether you're looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case you're involved in an accident, Farmers auto, motorcycle & car insurance provides financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, motorcycle insurance, & financial planning to help protect your hard earned assets. Visit our website today for a competitive quote to help save money & better protect your family today!
