Need Information on Any of
the Items Below?
Just Call with Questions.
Taxation of employee benefits
Group insurance
Salary allotment
Executive equity
Restrictive bonus plan
Split-dollar insurance
Split-dollar funding cross purchase
Split-dollar funding life insurance trust
Survivor income
Deferred compensation
Disability - the living death disability income plan
Health reimbursement arrangements
Health savings accounts
Long-term care
Tax-favored retirement plans
401(k) Plan
403(b) Plans
412(i) Plans
457 Plans
Pensions Maximization
Deferred Annuity
Employee Benefits
Checklist
Employee Benefit Statistics
Employer/Employee
Split-Dollar Plans
Split-Dollar - Applicable Code Sections
Comparison Split-Dollar
Annuity Matrix
Qualified Plans Checklist
401(k) Plan Designs
Employee Benefit Limits
The IRA Spectrum
Which IRA - Roth or Traditional?
Educational Tax Incentives
Historical Increases Of Social Security Taxes
Social Security Payroll Taxes
Social Security Retirement Benefits -
When To Take
Consumer Price Index
Projected Earnings
Penalty Of Waiting
Early Saver vs. Late Saver
Dollar Cost Averaging
How Money Grows
How Money Goes
Historical Rates Of Return
Medical Expense Programs
Disability Statistics
Disability Income - Tax |
Gary R. Cook
and Associates
of Hemet-San Jacinto and Diamond Bar, CA
Riverside & Los Angeles
Counties
Independent Insurance Agent, Producer, Broker - California License #0E33723
PO Box 93106, City of Industry, CA 91715-3106
Liability
Coverage
Retirement
Loans
Product
Details
Some of
the products & services I can provide are as follows.
Details can be seen on
some of these by
Worksheets, Life Guides
& Planners,
Informative Articles & Tax Information.
For
others, please call me (909) 333-6070
Fund
a Buy/Sell Partner Agreement, or Key Person Life Insurance, Group Long
Term Care
Converting Traditional IRAs to Roth IRAs
Mortgage Protection, Final Expense, Estate Preservation, Wealth
Transfer,
ILIT (Irrevocable Life Insurance Trust),
Income Replacement,
Term Conversion, Pension Maximization,
Fixed & Equity Indexed
Annuities, Health Insurance,
Individual Long Term Care, Disability, Critical Care, Whole Life or Universal Life
I
work primarily within the San Jacinto Valley, including Hemet & the City of
San Jacinto, Temecula, Murrieta, Menifee, Perris, Homeland, Romoland, Sun City,
Beaumont, Banning and others.
You may Click
for geographic areas serving within Los Angeles County in which I currently
work) I am also Affiliated with
Thomas
Financial Group, of Orange, California
The
State of California Department of Insurance
authorizes my agency to recommend
Health &
Life Insurance, Long Term Care, Disability,
and Retirement (Fixed & Indexed) Annuities
as long as the recommendations fit the
needs, as expressed by the client.
PO box 93106, City of Industry, CA 91715-3106
|
I specialize in assisting Californian home-based
business owners, licensed construction contractors, small businesses including
doctors, seniors, individuals & their families
|
Please call for an
appointment for me to visit your home or office,
if you are in the following territory:
My
Focus geographic area is around
La Puente, Rowland Heights, Hacienda Heights, Valinda,
Whitter, West Covina, Covina, San Jose Hills, La Habra, Diamond Bar,
Walnut,
El Monte, South El Monte,
Baldwin Park, Irwindale, Azusa, Glendora, La Verne, Pomona, Claremont
East, North,
West & South of Downtown in the City of Los Angeles
Northern &
Eastern Los Angeles County, (Except Santa Clarita)
including
Western San Gabriel Valley & Eastern San Fernando Valley, California
Cities and communities I travel to
include: Alhambra, Highland Park, El Sereno, Glassel Park, Mt. Washington,
Montecito Heights, Thousand Oaks, Agoura Hills, Westlake
Village, Newbury Park, Camarillo, Simi Valley, Moorpark, San Fernando Valley,
Saticoy, Montalvo, Somis, Ojai, City of Calabasas, Port Hueneme, Ventura,
Oxnard, Fillmore, Santa Paula, Sespe, Woodland Hills, Van Nuys, Northridge, West
Hills, North Hills, City of San Fernando, Chatsworth, Porter Ranch, Reseda,
Tarzana, Winnetka, Encino, Pacoima, Sepulveda, Sun Valley, Pasadena, Burbank,
Glendale, Studio City, Universal City, Panorama City, Hidden Hills, West
Hollywood, Beverly Hills, Santa Monica, Tujunga, Sunland, La Crescenta, Altadena,
Sylmar, Century City, Pacific Palisades, Brentwood, Mar Vista, Huntington Park,
Montebello, East Los Angeles, Downtown Los Angeles, Monterey Park, Alhambra,
Marina Del Rey, El Segundo, Malibu, Playa Del Rey, South
Pasadena, Arcadia
including zips:
90004, 90029, 90027, 90039, 90038, 90057, 90005, 90006, 90010, 90012, 91104, 91030, 90017, 90018, 90019, 90026, 90032, 90031, 91103, 90042, 90041, 90065, 91204, 91803,
91802, 91801,
91748, 92823, 92821, 90631, 91745, 91746, 90601, 90602, 90605, 90603, 91765,
91789, 91792,
91744, 90670, 90660, 90604, 91733, 90550. 90639, 90240, 90241,
90703, 90723, 90805, 90712, 90713, 90715
The purpose of this website is to
showcase abilities and interests.
Marketing to consumers or commercial buyers is done direct
by telephone &
in-person, with approved materials.
|
Products & Services
Vendors/Carriers
To Request a Quote, if
you live in California, from any of the following companies, please
call
(909) 333-6070
Allianz Life
Lincoln Benefit Life
Lincoln Financial
John Hancock
Pacific Life
Mutual of Omaha
American National Life
Sun Life Financial
ING
North American Co.
Great American
RBC
(Royal Bank of Canada)
Presidential Life
American Equity
Reliance Standard
Indianapolis Life
West Coast Life
Transamerica
Legacy
AXA Equitable
Banner Life
Genworth Life
MetLife
Prudential
Reliastar
United Home Life
Nationwide
United of Omaha |