Welcome to SoCal Supplemental Resources

Services

MEDICAID/MEDICARE

- Our licensed agents,  can assist with both Medicaid and Medicare by helping people understand their Dual Eligible Special Needs Plans (D-Snip's). We explain how these plans coordinate benefits to offer extra support, such as dental, vision, transportation, and over-the-counter allowances. We guide clients through the enrollment process, ensure they access all available services, and provide ongoing support to help them maximize their healthcare benefits and reduce out-of-pocket costs.

 

 

                            MEDICARE

- Our licensed agents, can help people with Medicare by guiding them through their plan options, including Medicare Advantage, Part D, and Medicare Supplement plans. I explain benefits, costs, and coverage details to ensure they choose the right plan for their needs and budget. I also assist with enrollment, answer ongoing questions, and provide year-round support to help clients get the most from their Medicare coverage.

LIFE INSURANCE

 there are several type of life insurance, including Term-Life, Whole-Life, and Universal-Life. Term life provides coverage for a set period, while whole life offers lifelong protection with cash value. Universal life adds flexibility in premiums and benefits. As a company, we guide clients in understanding these options based on their needs, goals, and budget. We offer personalized consultations to help individuals and families choose the right policy for long-term financial security and peace of mind.

RETIREMENT PLANS

Our company helps clients protect their retirement savings from market volatility by offering fixed and income annuities. Fixed annuities provide guaranteed interest rates and protect principal, offering stability regardless of market conditions. Income annuities ensure a steady, predictable income stream for life or a set period. We work closely with clients to understand their financial goals and risk tolerance, guiding them to  solutions that offer peace of mind, reliable income, and long-term financial security.