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Raleigh Hedman Insurance Services, Inc. |
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A Licensed California Insurance Agent CDI #0D12128 |
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Services |
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Life Insurance Estate Planning ¨ Estate tax liquidity planning presentations ¨ Comparison and implementation of life insurance options ¨ Integration with buy-sell agreement planning
¨ Assistance in structuring or reviewing agreement ¨ Evaluation and implementation of life and disability insurance funding alternatives
Deferred Compensation and Key-Person Insurance Planning ¨ Evaluation of non-qualified deferred compensation plans ¨ Implementation of life insurance for deferred compensation plans ¨ Recommendations for key-person life and disability insurance
Life Insurance Planning Process RHI employs a 5-step process in developing life insurance programs specific to each client’s situation: 1. Coordinate initial and follow-up meetings to discuss issues and clearly define financial objectives. 2. Quantify needs and goals. 3. Presentation and comparison of alternative solutions. 4. Implementation of appropriate solutions. 5. Ongoing review and service. Health Insurance and Employee Benefits ¨ Medical - group and individual ¨ Disability - group and individual ¨ Dental & Vision ¨ Long term care Qualified Retirement Plans ¨ Plan design & implementation ¨ Enrollment ¨ Independent analysis of product ¨ Full disclosure of fees and charges Business Insurance ¨ Business Liability ¨ Business Property ¨ Workers Compensation ¨ Umbrella |
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Raleigh Hedman Insurance Services, Inc. 27441 Tourney Road, Suite 200 Valencia, CA 91355
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To contact us: |
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Phone: (661) 287-9633 Fax: (661) 287-6336 E-mail: info@rhisi.com |
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2011 Raleigh Hedman Insurance Services, Inc. - All Right Reserved |