Tarzana, CA - C. Dante Lorenzana, owner of CDL Insurance Services, recently assisted a new restaurant that is opening in the Conejo Valley save over $7,000 in Workers Compensation insurance premium. A national insurance carrier had previously quoted them approximately $24,000 in premiums, but Dante's status as an independent agent enabled him to work with various carriers to … [Read more...]
Life Insurance Specialist Mark Simon protects music industry professional’s retirement account from investment losses
Atwater Village - Life insurance expert Mark Simon (California Insurance License #0E41454), of Diversified Benefits Insurance Services, recently helped a client transfer their dormant 401k into an insurance-based investment vehicle that combined market growth potential with no market loss potential. The switch provided Mark's client with financial stability and peace of mind, … [Read more...]
Burbank Chamber highlights financial expert Rita Boccuzzi
Burbank, CA - The Burbank Chamber of Commerce is proud to highlight one of their members, financial expert Rita Boccuzzi. Rita is a financial intelligence expert and motivational speaker. Her services include tax-favored strategy plans, index accounts savings plans, living benefit plans, 401k/IRA rollovers, college funding, retirement planning, educational financial success … [Read more...]