Broker Check

Our People

John A. Davidson, LUTCF, FSS

Chairman and Founder

805-495-6434

805-495-7224

[email protected]

* Life & Qualifying member of the Million Dollar Round Table. (MDRT)

* Past President: San Fernando Valley Association of Insurance & Financial Advisors

* Past President: California Association of Insurance & Financial Advisors

* 2006-07 President: National Association of Insurance & Financial Advisors (NAIFA) *Charter Member : The Association of Health Insurance Agents (AHIA)

* Member : The Association for Advanced Life Underwriters (AALU)

* Member: The Society of Financial Services Professionals (SFSP)
 

* Life Underwriter Training Council Fellow(LUTCF) Financial Services Specialist (FSS) designations

* Licensed for Life, Health, Disability, Variable Products, Long Term Care

Michael J. Davidson

President

805-495-6434

805-495-7224

[email protected]

* Began in the Financial Services Industry in 1999

* Graduate of NYLIC University

* Member, Million Dollar Round Table

* Member of National Association of Ins.& Financial Advisors

* Licensed for Life, Health, Disability, LTC
 

* Estate planning specialist

* Business and Family Insurance background

* Employee Benefits Specialist and analyst

J. Stephen Davidson

Customer Service Account Manager

805-495-6434

805-495-7224

[email protected]

* Began in the financial Services Industry In 2006

* Individual Health Insurance Processor

* Intern Program