Brochure AndersonBear & Associates

Page 1

+1 805 904 9044

jheath@americanseniorbenefits.com

Life insurance, Savings and More.


2020

MAKE THE RIGHT DECISION PROTECT YOUR FAMILY

OUR STATEMENT It’s not always how much you have or how hard you work that determines a successful retirement; it’s what you’re able to hold on to. Your exposure to taxes, personal spending habits, and your investment choices can enhance or erode your developing estate. At Anderson Bear & Associates we help you to understand the areas of risk to your retirement nest egg.

OUR PROMISE At Anderson Bear & Associates we understand that the road to retirement

can be like walking through a minefield. If you lack the proper direction you will likely step on one. Our job is to present you with the knowledge you will need to make the right choices. At Anderson Bear our team of financial and insurance advisors will advise you, not “sell” you. With our team approach and decades of experience our Associate’s will present you with an answer or solution to your situation. We do not charge for our services, time or advice… but we will leave you with the confidence you’ll need for a Comfortable Retirement!

1701 Westwind Dr, Suite 107 Bakersfield, CA 93301


Insurance with COLLEGE SAVINGS PLANS

Insurance and savings for your retirement

insurance and final EXPENSE PLANS

insurance FOR MORTGAGE AND DEBT PROTECTION

Why do I need insurance? To have insurance that covers your needs and those of your family is to live a life in peace. It is your responsibility to organize all areas of your family and not leave debts to your relatives or loved ones. The Bible teaches us to live an orderly life and also to leave an inheritance to your children or those you love.


YOUR BENEFITS

Very low monthly price and great savings for the future

PROTECT AND BLESS YOUR FAMILY

TO LIVE A

LIFE IN PEACE

In case of a terminal illness, MANY POLICIES INCLUDE SOMETHING CALLED A LIVING BENEFIT. THIS MEANS YOU MAY HAVE ACCESS TO A PORTION OF YOUR DEATH BENEFIT WHILE STILL LIVING.


MEDICARE To learn more about Medicare please click below.

LIFE INSURANCE To learn more about Life Insurance please click below.

SOCIAL SECURITY To learn more about Social Security please click below.

INVESTMENTS To learn more about Investments please click below.

LONG TERM CARE To learn more about Long Term Care please click below.


AgentS

Jerry Heath jheath@americanseniorbenefits.com

+1 805 904 9044

ERIC LARA elara@americanseniorbenefits.com

+1 661 229 9950

JULIANNE DICKEY San Luis Obispo, CA

+1 805 441 9093

DACIA DHILLON rwinkleman@americanseniorbenefits.com

+1 661 446 0897

REBECCA WINKLEMAN rwinkleman@americanseniorbenefits.com San Luis Obispo, CA License #0G90087

+1 805 440 3878

Mente Nueva

R

+1 562 313 7725

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