Schweickert & Company — Life, Health & Disability

Life, Health, Disability, Annuities and Securities

Life Insurance
We have access to the top 100 life insurance companies in America and can help you obtain the type of coverage you are looking for. Call us about term, whole life, universal life, or variable universal life insurance products.

We can help you find the carriers with the best term life pricing for your age, gender, and desired term length. Make sure your whole life or universal life insurance policy contains the best features. Ask us when a universal life or a variable universal life product makes sense in a retirement planning strategy.

Health Insurance
Blue Cross, Blue Shield, Nationwide, Universal Care, Pacificare, Health Net — We can help you find a health or dental plan that works best for you and your family. Be sure to ask us about the advantages of HSA (Health Savings Account) eligible health plans.

Disability Insurance
Definition, definition, definition. Those who have researched disability insurance policies know that one must carefully review the policy definitions to distinguish a good policy from a bad policy. We have done the research so you don’t have to — call us and we’ll inform you about the best own-occupation, specialty-specific policies available.

Annuities
Annuity policies can be confusing but they can also be the right investment choice depending on your situation. A fixed, index, or variable annuity might be the best place for your money. Don’t rule out annuites until you have talked to us.

Securities
Call us about retirement planning and college savings alternatives including the following: IRA’s, SEP IRA’s, Solo 401(k)’s, and 529 plans.

*Securities offered through Capital Analysts Incorporated Member NASD SIPC

Drake Moncur
Schweickert & Company
15 Peters Canyon Road
Irvine, CA 92606
Direct Phone/Fax: 714-689-1784
Email: Drake@schweickert.com