California, United States •
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About
My background includes over 20 years in the employee benefits, teaching over 100 classes.
ABCs of Health Insurance/Health Insurance Principles
Health Insurance 101: What does all the alphabet mean (PPOs, HMOs, etc.)? How to choose a plan that is right for you and your company.
Life Insurance Settlements - Introduction
What life insurance settlements are, why they are important for financial planning, how to make use of the funds, who are the best clients, factors in receiving the highest offers, and more....
Your perspective matters!
What was it like engaging with Lisa?
