DeBrier Insurance Services
About
I partner with my clients to provide professional support for their health and life insurance, Medicare, and asset management needs. I'm licensed in five states, and make the effort to respect their time with the use of virtual meeting services.
CA Lic.#0G82338 951-312-8081 [email protected].
Also licensed in AZ, NV, TX, and ID
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
It varies from client to client. Face to face appointments are good, but Zoom meetings seem to be the preferred means of meeting in this post pandemic world. Some appointments can be handled on a single visit, generally, it will take two or three visits/calls/Zoom's to complete assistance with a client.
Do you have a standard pricing system for your services? If so, please share the details here.
There are no additional charges for working with a Insurance Agent or Registered Representative. I'm compensated by the product providers, and approach my work with a fiduciary standard, to always act in the best interest of my client.
How did you get started in this business?
I moved into financial services in 2008, after getting laid off from a 22 year career with Weyerhaeuser during the great recession. I started off strictly as an individual health insurance agent, then added Medicare, life insurance, then annuities and mutual funds to my avilable services.
What types of customers have you worked with?
While my main focus are individuals approaching the Medicare years, a growing segment of my business focuses on individuals having to roll over company sponsered retirement plans. I also with with small business owners, the self employed, and younger people looking to establish savings plans.
What advice would you give a customer looking to hire a pro in your area of expertise?
Take a few minutes, and determine the rep you are speaking with has multiple options and products for you to consider. Frequently a rep will be tied to one provider - you may end up with a one size fits all solution, which may not be in your best interest.
What questions should customers think through before talking to pros about their needs?
For any professional, be careful how you reach out. The most egregious example at the moment are all the Medicare Help Line commercials on TV. When you're calling Joe Namath, you're actually reaching a lead service, and you'll be bombarded with calls. Also, when you contact an individual such as myself, be sure and check my licensing - my CA state license is 0G82338, and my FINRA ID is 6644424. I encouage everyone I talk to to take a moment and check my licensing.