Banner Ads

Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker.  

Lisa is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies.  Lisa has been in the health and life insurance industries for over 30 years.  She has presented to hundreds of organizations, including various Financial Planning Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate.   She has written articles for California Broker magazine, Planned Giving Today, Think Advisor and the Certified Senior Advisor Journal.  She has held executive roles at carriers, general agencies and TPAs.   She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development.

Products and Services offered:

Life insurance settlements - we are brokers with access to many buying groups, allowing us to maximize the value for clients.  We proudly work with insurance professionals nationwide to generate the highest return for a client's policy, and also add an additional revenue source for our insurance agent partners.

a: 60545 Santa Rosa Rd, Mountain Center, CA  92561

p: 714.349.7981

e: lrehburg@aol.com

Elisabeth Mack, RN, BSN, BA, MBA founded Holistic Caring in 2015 to bridge the gap between conventional and cannabis medicine through education, guidance, and personalized care for patients with product choices, dosages, interactions, and timing.

She saw firsthand how incredibly effective cannabinoids were personally and had to help others find healing. 

Elisabeth is a provider for the California Board of Registered Nursing and authored a curriculum that approaches cannabis through holistic and functional medicine.  She is now training the entire audience of healthcare to become Cannabis Health Coaches, because around the world people are using cannabis as medicine which benefits from professional help. Her training programs prepare coaches for success in patient consultations, teaching industry staff, or leading workshops. There’s even a toolkit of forms and resources for daily practice, giving presentations, and influencing stakeholders. 

Elisabeth earned an MBA in Healthcare Administration, a Bachelor of Science in Nursing, and a Bachelor of Arts in psychology. Her corporate career included Sales Manager for the County of San Diego for Anthem Blue Cross. She is a member of the Society of Cannabis Clinicians and serves on the Boards of the American Cannabis Nurses Association, Los Angeles NORML, and the California Cannabis Chamber of Commerce.

a: 9455 Clubhouse Blvd., Desert Hot Springs, CA 92240

c: 619.370.3049

o: 970.404.HOPE

e: elisabeth@holisticcaring.com

George Geldin, RHU LUTCF is a member in good standing of the National Association of Insurance and Financial Advisors (NAIFA) and the National Association of Health Underwriters (NAHU). 

In 2012, for the tenth consecutive year, George was presented with the symbol of NAHU’s highest level of achievement, the Golden Eagle Award, for outstanding work in health insurance sales. Also in 2012, he became A Charter Qualifier For NAHU’s New Highest Recognition, The Soaring Eagle. 

In addition to individual and group health as well as life insurance, Geldin Insurance Services is a provider of long-term care insurance and disability insurance. 

a: 5707 Corsa Ave # 107, Westlake Village, CA 91362

o: 877.789.5831

e: George@Geldin.com

w: https://geldin.com/

Susan Lucas is a licensed insurance advisor, specializing in Medicare benefits.  Having grown up in a multi-generational home, with parents working and care-taking full-time, I became very aware of the struggles our population has, especially as they age. 

Medicare can be very confusing and there are changes annually.  My first goal is to provide education to people who are becoming eligible for Medicare and current beneficiaries, so they understand their options.  Next, we will discuss your current health, doctors and prescription medications to find the right plan(s) for your healthcare needs and budget.  It is important to remember that each of us has different needs and there is not one plan that works for everyone.  

I offer complimentary seminars and individual client sessions to help current beneficiaries and those who are retiring or turning 65 understand their health care options.  As part of my service to my clients, I offer doctor and medical network research, and prescription medication research to find the right plan(s) for each client.  I navigate the plans available in your area to help guide you to a decision that will meet your healthcare needs and assist in completing the application process. 

“Relieving the Stress and Confusion of Medicare Enrollment.”

a: 301 Georgia St, Ste 355A, Vallejo, CA 94590

o: 888.985.6577

e: susanlucas@myinsurancesolutionsinc.com

Peter Joseph is a licensed Medicare and Healthcare Broker with over six years of experience in the insurance industry. Peter was chosen as one of 50 under 50 for NYC Journal in 2023. 

His specialization in Medicare and healthcare has helped numerous seniors navigate their healthcare needs and process. With over 22 years of experience in the non-profit sector, Peter’s is revolutionizing the Medicare and healthcare industry by providing personalized and comprehensive services to his clients. With a deep understanding of the complex healthcare system, Peter helps seniors navigate their Medicare options, ensuring that they receive the coverage that best suits their needs.

His trustworthiness and dedication have not gone unnoticed. In 2021, Peter was rated among the top health insurance brokers in Pomona and Chino, CA. Additionally, in 2022, he was awarded as one of the top health insurance brokers in Chino Hills, CA.

As a broker, Peter provides free consultations to all his clients and is available as a resource to friends and family members who are 64 years old or older. He also helps those under 65 years old with COVERED CA/ACA, life insurance and long-term care in other states and assists small businesses in setting up group health insurance benefits.

One of the most significant complaints from prospects/clients is the inability to reach their agent after the plan has been sold. However, this is not the case with Peter, as his clients can attest that he is always available and a trusted agent.  His expertise and commitment to his clients have earned him a reputation as one of the top health insurance brokers in Southern CA. 

Moreover, Peter is breaking down barriers and making healthcare more accessible by helping small businesses set up group health insurance benefits. This is especially important in today’s world, where healthcare costs are skyrocketing, and many small businesses cannot afford to provide comprehensive health benefits to their employees.

Peter’s passion for serving his clients extends beyond his professional work. He was featured, alongside his family, in the local magazine “Neighbors of West Chino Hills” in February 2020 for the impact he has had on his community through his business.

In addition to his work, Peter is an ambassador for Chino Valley Chamber of Commerce, a position he has held since February 2019. In January 2022, he became a Director Consultant with BNI, highlighting his dedication to his industry.

Peter’s impact is not limited to California, as he is licensed in 35 states. With his expertise in Medicare and healthcare, Peter ensures that his clients secure their future.  While he has numerous goals to achieve, he thrives on a single idea which he quotes in such a way – “I have a servant’s heart and I pride myself on helping my clients build trust in me by being fully there for them. I’m successful because my mentor Traci Roncal said to trust the process! “

 Products and Services offered

Medicare, Medicare Supplements, Life Insurance, Long Term Care, Property/Casualty for Personal and Commercial, and Annuities.  Licensed in 36 states including CA.

a: 13659 Soper Ave, Chino, CA 91710

o: 714.473.8086

e: peter@josephinsurancebroker.com

Terry Sheehan is a Life Insurance Agent for 10 years (CA license 0H71684) Graduated from Pasadena City College and Cal State Los Angeles (business major). Honorable discharge from U.S. Air Force (Vietnam era). Been in sales for over 25 years total. Started my business about 1 year ago. Enjoy helping people!

Products and Services offered

Specializing in Medicare. Do Covered California and off the exchange depending on a person's need. Do dental, vision, and hearing; Cancer insurance; Healthcare for businesses as well as Workman's compensation. 

For Medicare: Medicare Advantage; Medicare supplement; standalone Prescription drug plans. 

Licensed in WA, OR, NV, AZ, TX, UT, and Maine. Multiple carriers.

Medicare: 443.464.1831

c: 626.6544.4790

o: 888.966.5355

e: terry@mrterry4health.com

Linkedin:  Terry Sheehan 

Louis H. Brownstone is Chairman of California Long Term Care Insurance Services, Inc., a large independent specialist long term care brokerage.  He is past chairman of the National LTC Network and past board member of the National Alliance of Insurance Agencies.  He is currently very active in the National Association of Insurance and Financial Advisors (NAIFA), the largest and oldest group of its kind in the insurance industry.

A native San Franciscan and fourth generation California, he graduated from Andover and Stanford.  After a thirty year retail career, he founded California Long Term Care Insurance Services in 1997.  He is currently the father of five children, seven grandchildren, and one great grandson.

Products and Services offered:

Long Term Care, Annuities, Life Insurance.

a: PO Box 460640, San Francisco, CA 94146

p: 650.231.4591

e: louis@cltcinsurance.com

After 25 years of building an agency to help clients find the best coverage within their budget, my focus recently is on building a team of local independent health brokers and instilling a passion in each employee to be a healthcare advocate to help people in Southern California get the most out of their health insurance.

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780

p: 714.664.0311 c: 714.612.0306 

e: phil@integrity-advisors.com

David is a  ​​proud member of the Integrity Advisors Team for 10+ years. Through my own experiences utilizing my own health insurance benefits, I’ve come to realize that many of us need assistance navigating many aspects of healthcare.
Our goal here at Integrity Advisors is to ensure that our clients have a partner as they navigate their healthcare needs. 

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780

p: 714.664.0605 

e: david@integrity-advisors.com

Small Group and Individual Broker

I was born in Santa Ana and grew up in Orange County. I got my bachelors from Cal State Long Beach and am licensed in California to offer insurance services. I love to help people find the plan that is right for their needs. 

I understand that for many people, health insurance is a very daunting subject. Not only can it be difficult to understand, but sometimes it feels like when you call your insurance company, you get passed around and put on hold until you give up out of frustration. I make everything easier for my clients.   My friendly face combined with my knowledge of insurance products is something you can rely on when you need an answer!

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780

p: 714.315.3148

e: maleigha@integrity-advisors.com

Rebecca Wells - New Business Manager

• Lowest Rates in the Industry Guaranteed!
• Answer 12 simple questions and get your instant quote
• Quick Online Application
• We Cover New Businesses
• Prompt and Courteous Customer Service

       ★★★★★ 5 Star Rated

• Covers both Personal and Commercial Lines
• Innovative, Cutting Edge Company
• A+ Rated Company 
• Diminishing Deductible Program
• Renewals and Referrals make up 71% of our business

a: 204 S. 25th Street, Suite 6291, Colorado Springs, CO 80934

p: 800.399.3125

e: Support@ErrorsAndOmissionsOnline.com

Casey Miller - New Business Manager

•  Lowest Rates in the Industry, Guaranteed! *
• Quick and Easy Online Quote!
• Online Application
• Apply Today – Certificate Tomorrow
• Affordable Payment Plans
• We Cover Low Risk Professionals Only
• We Cover New Businesses
• For Small Business Owners Only
• Covers Residential & Commercial Work
• A+ Rated Company **
• Prompt & Courteous Customer Service
• Offering Policies in USA and Now CANADA

a: 204 S. 25th Street, Colorado Springs, CO 80934

p: 800.446.0143

e: Support@ContractorsGeneralLiability.co

Roger Smith - President

Jake Schroeder - Vice President of Operations

Dan Cross - Sales Manager

37 Year Business Owner and 18 year NAHU/NABIP member. 37 year Professional Insurance Broker and Administrator of Health Program Benefits including Associations.

We are a full-service benefits-based insurance brokerage w/TPA licensing.

Employer Group and Individual Health Benefits

Proprietary Association Group Plans (including Kaiser Grandfathered Plans)

• Quick and Easy Online Quoting Platform
• Online Application/Enrollment
• Multiple Payment Plan Options
• Prompt & Courteous Customer Service
• A+ Better Business Bureau (BBB) Rating
• Dunn & Bradstreet Verified Certification

a: 32605 Temecula Parkway, Suite 102, Temecula, CA 94592 

p: 800.446.2663

email addresses: 

Roger Smith - Roger@BenefitsStore.com

Jake Schroeder - Jake@BenefitsStore.com

Dan Cross - Sales@Benefitstore.com

Social Networking Links: 

• Facebook
• LinkedIn 
• Twitter