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Life, Health & Wealth Protection
REQUEST A LIFE QUOTE | T: 626-383-7315
"I'm in the business of helping people."
~K. Penny
BOUT KIM NICOLE
A
YOUR FINANCIAL PROFESSIONAL & INSURANCE AGENT
MY VISION AND APPROACH
As a SoCal resident, I'm not just an agent --- I'm your neighbor. And I understand the importance of community). I'm here to help people understand their options and achieve their financial goals to save, grow and protect their assets for a secure future.
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Since I'm an independent insurance advisor, I focus solely on what's best for you, making complicated stuff easy to understand. I pride myself on building trust and delivering top-notch service, so you’ll feel great about referring your friends and family!
Solutions to fit your needs.
Here to help you plan for today and tomorrow. With so many options and complex information, making financial decisions isn't easy. That's why I'm here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we're in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
Here's how I can help.
Protection Planning | Final Expense Coverage
Life Insurance can help protect your family by replacing lost income and providing a financial safety net if you or your spouse dies. And end of life protection can also help cover your burial expenses such as funeral, memorial services. No medical exams required, up to $35,000 and any health conditions are accepted.
Retirement Planning. Grow and protect your savings
You've worked hard to build your savings, and annuities can help ensure that they'll last. With annuities, your money grows over the long term, with the options to convert them into a guaranteed income stream. They also provide a payout for your loved ones if you pass away.
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Ready to Retire. Unsure about Medicare.
New to Medicare? Not sure what it covers and how it works. Get all your questions answered. I can help navigate you through the entire process including:
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knowing your rights and option
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enrollment periods
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what Medicare covers... but more importantly
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what it Does Not cover)