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Top Ten Tips for Wildfire Claimants


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Office

3858 E. Colorado Blvd.

Pasadena, CA 91107

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Telephone

(626) 795 - 7210

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License#

0B37879

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Email

info@beneficentfinancial.com

 

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Important Disclosures

This content is for informational purposes only and is not intended as tax or legal advice. Please consult your tax or legal professional for guidance regarding your specific situation.

Our strategies include the use of insurance and annuity products as part of the income planning process. These products each have a unique set of fees, liquidity risks, surrender charges, and growth assumptions. A complete evaluation of any product recommendation will be provided to review prior to any implementation.​

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Insurance and annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Insurance products are not deposits or obligations of a bank, not FDIC/NCUA insured, and may be subject to fees, surrender charges, and holding periods.

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Beneficent Financial is an insurance services firm. We do not provide investment advisory or securities brokerage services.

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