In May of 1976, I joined Mutual of Omaha in Omaha, Nebraska to start my career in the financial industry and migrated to Portland, Oregon in 1984.
Twenty-seven years later, my passion for helping people continues. The Golden Rule: "Treat others as you want to be treated"is the driving force and commitment we have to providing high quality service.
In addition, we offer a wide range of services and products for both businesses and individuals/families which include life and disability income insurance, long-term care coverage, annuities and retirement plans. Please click here for additional services and products.
Professionals from other disciplines will join us as the situation dictates, to offer a team approach in reaching your objectives. This includes preferred colleagues from the legal, accounting, commercial insurance, retirement and estate planning industries.
Our affiliation with other businesses (see Business Affiliations) providing services from financial planning, business exit planning strategies for business owners, no-cost recovery service for overcharges of utilities to identity theft protection & recovery are just a few of the "value added benefits" we provide.
A Chinese fortune cookie once said:
"Customer service is like take a bath; you have to keep doing it!"
Easy click to several of our most requested programs . . .
Affordable Group Health Insurance Rates & Options
Click here to learn more about health insurance options and/or to obtain competitive quotes.
Individual / Family Health Insurance Rates & Options
Click here to learn more about Individual / Family health insurance plans.
Term life insurance provides death protection for a stated time period, or term.
It is perhaps the simplest form of life insurance providing temporary life insurance protection at a low cost. Being able to be purchased in large amounts for a relatively small initial premium, it is well suited for short-range goals such as life insurance coverage to pay off a loan, or providing extra life insurance protection during the child-raising years.
Going to travel outside of the continental United States? Than you need to protect yourself and your family. Click here to find out how.
