GENESIS FINANCIAL & INSURANCE SERVICES

Home

About Us

For Individuals

For Employers

HR & Payroll Services

Compliance

Property & Liability

Financial Services

Client Login

Contact Us

Guiding and Guarding Your Financial Future

For Individuals
The purpose of health insurance is to ensure the financing of ones health care. There are a variety of health insurance plans available to meet very specific needs and budgets. Other types of plans are designed for those transitioning from employer sponsored plans, life cycle events and long term care needs.
  Financial hardship resulting from loss of earnings due to disability or loss of life can have significant implications on families, loved ones and businesses. Life insurance and disability insurance provide peace of mind, estate preservation, business continuation and financial security.
 
Genesis Financial & Insurance Services provides consultative one-on-one guidance and expertise relative to...
  • Individual and Family Health Insurance
  • Health Savings Accounts (HSA)
  • Individual and Family Dental & Vision
  • Medicare Supplements & Part D
  • Long-Term Care Insurance
  • Temporary Health Insurance
  • Individual HIPAA Plans
  • Public Sector Programs such as Medi-Cal, Healthy Families, AIM, Kaiser for Kids, Etc.
  • State High Risk Pool Guidance

 
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Survivorship Life Insurance
  • Optional Benefit Riders
  • Tax-Free Policy Exchanges (Sec. 1035)
  • Deferred Annuities
  • Disability Insurance
  • Long-Term Care Insurance
  • Estate Planning
  • Charitable Planning
  • Key Person Insurance
  • Business Continuation Concepts
  • Entity Purchase Buy-Sell Agreement
  • Cross Purchase Buy-Sell Agreement
  • One-Way Buy-Sell Agreement
  • Executive Bonus Arrangements
  • Split Dollar Life Insurance
  • Non-Qualified Deferred Compensation
  • Disability Business Overhead Expense Insurance
  • Disability Buy-Out Arrangements
  • Executive Medical Reimbursement Plans 

Privacy & Security

Genesis Financial & Insurance Services • Creative Employee Beneifts & Insurance Services, Inc.    
8033 W Sunset Blvd, Suite 893 • Los Angeles, CA 90046
 P.O. Box 56149 • Sherman Oaks, CA 91413-6149 
 (818) 988-9880 • (323) 417-5074 eFax
CA Lic. #0D91095

sam@genesisfinancial.biz
bruce@genesisfinancial.biz