Rose Insurance Group
432320 Category: Life Insurance, Nec |
Company representatives
Phone: 8315660557
Email: moc.esorittap@ittap
Patti Rose, Insurance & Retirement Income Consultant
About Rose Insurance Group
Retirement Income Planning Workshops; CalSTRS Workshops; Term & Whole Life Insurance; Mortgage Protection Insurance; Retirement IRA/401K Rollovers
Patti Rose helps families protect their assets with various types of insurance. She is also a retirement planner for California elementary school teachers. She teaches California Retirement Pension Planning workshops and provides individual 403b solution programs within elementary school districts.
Her practice focuses on helping school teachers, administrators and families save for a healthy financial future.
Her client list includes Monterey Peninsula Unified School District, Scotts Valley Unified School District, Santa Cruz City Schools District, Live Oak School District, Pacific Grove School District, Redwood City School District, Pajaro Valley Unified School District, Social Security Administration of Salinas and Watsonville, and CA Professional Firefighters Association.
Products and Services
- Life Insurance
- Term Life Insurance
- Whole Life Insurance
Opening Hours
Monday through Saturday by appointment only.
Business categories
- Agents Insurance-Life
- Individual Retirement Accounts
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
1
Years In Business
18
Memberships
- National Association of Insurance & Financial Advisors
Brands
- Allstate Workplace
- Mutual of Omaha
- Great American Financial Resources
- Horace Mann
- Inc.
- Independent Agent
Rating
Browse U.S. states for Life Insurance, Nec
