With well over 15 years of experience, Delington Financial & Insurance Services has been helping our clients achieve the best financial solutions to their financial and insurance goals enabling them to make well-informed financial and insurance decisions through a sound strategic solution. In general
“I'll remain committed to… identifying – and providing – sustainable financial and insurance solutions that protect you against financial risk and potential loss.
I'll consistently deliver… a comprehensive -transparent, partnership experience aligned with your current reality and future goals, to empower those we serve with the ability to make, fully- educated, sound financial, and insurance decisions.
I'll support... my client for the long haul, through a relationship crafted and guaranteed to exceed their expectations, in the most efficient, effective, and professional manner possible.”
Since 2005, I have found it very gratifying to build meaningful - genuine relationships that make a long-lasting difference in the lives of the people I am honored to serve. Most importantly, I get greater enjoyment in witnessing the end results, and how an effective educational approach, along with value-added guidance, and support with the appropriate solution, can aid in making a significant difference in the lives of those individuals or family's that I help in maintaining their lifestyles, legacies, and peace of mind goals and objectives.
I have a tremendous amount of confidence in Delington Financial and Edward Allen. He is extremely knowledgable and always acts in the clients best interests. He has been a great advisor and always has time to answer any questions or concerns. I would highly recommend Delington Financial.
Edward is the nicest most patient man I've ever known. I met him at a time when things were not going so well for me and he persevered and helped me get back on my feet. He's always had excellent advice on financial matters and goes the extra mile to make sure that everything is done right. I would HIGHLY recommend him to anyone.
Mr. Allen is extremely well versed in his profession. He is honest, diligent, and trustworthy. He has handled my business interests with integrity and extreme insight. I have been a customer for years because I know I can depend of him to give me the most accurate honest assessmentire of my affairs as possible. He is truly on the vanguard of his profession and I highly recommend Delington Financial and Insurance Services without reservation.
Initially, I like to consider our first meeting as somewhat exploratory, meaning through a series of key questions, I'd like to achieve a greater understanding of your individual goals and objectives. In the interim, I'll find it very beneficial to take notes during our conversation, so I can analyze your needs. This process will enable me to do a better job in helping you in the most professional, efficient, and effective manner possible.
The State of California Department of Insurance Requires a set number of continuing education courses be met every two years in order to renew and maintain my license.
E. Allen – Completed: Continuing Education and Training Requirements.
• Anti-Money Laundering for the Insurance Industry
• 401(k) Plans
• California Long-Term Care 8-Hour Agent Training
• Life & Health Insurance Principles
• Ethical Practice Standards for Today's Producer
• Introduction to Life Insurance
• Annuities: Definitions, Suitability, and Riders
• Life Insurance Concepts
• Life Insurance for Businesses
• Financial Planning with Insurance
• CA 4-Hour Annuity Training: Fixed, Variable, and Index Annuity Contract Provisions
• Financial Planning for Today's Consumer
I have worked with the following pre-& post retirees; Sr.Citizens, Musicians, Sr. College Administrators, Public School Teachers, Family Law Attorneys, Small Business Owners, and Managers, as well as Individuals and Families from all walks of life.
Because of the (Covid-19) challenging times we now live with, many of my clients are concerned about the protection of their retirement savings plans, as well as having the right financial risk management options in place, e.g life insurance, just in case.
I recently learned from a client how happy and relieved she was to learn that the $20,000 investment she made in 2009, towards securing a life insurance policy, cash value death benefit strategy had grown to $60,000 and doubles as a death benefit for her daughter (her only child). I was so happy for her.