SSG Insurance & Financial Services, Inc.

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  • Home
  • About Us
  • Services
    • Personal Services >
      • Life Insurance
      • Long Term Care Insurance
      • Disability Income Insurance
      • Medicare
      • Medical & Dental Insurance
      • Annuities
      • Retirement Planning
      • Estate Planning
      • Identity Theft Protection
      • International Medical Insurance
      • Travel Insurance
      • Critical Illness Plans
    • Corporate Benefits >
      • Group Health, Dental & Vision Insurance
      • Group Life & Disability Insurance
      • Cafeteria Plans (sec. 125)
      • COBRA / HIPAA / Human Resource Services
      • Group Long Term Care Insurance Plans
    • Business Continuity & Planning >
      • Key Person Insurance
      • Business Overhead Insurance
      • Business Buy Sell Agreements
      • Executive Disability Insurance
    • Needs Analysis
  • Companies We Represent
  • Request a Quote
  • Testimonials
  • Contact Us

Needs Analysis

Our job is to gather information  to assist you in determining the protection to meet your needs and objectives.
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Our work covers three phases:
  1. Development- We gather data, isolate and quantify potential problems, and explore solution options.
  2. Implementation- Once we recommend the solutions, we perform a final analysis on the financial products that fit the plan parameters. Meanwhile, we coordinate with our clients legal financial advisors to complete documentation of the plans.
  3. Management Phase- We monitor the results of your plan and respond to ongoing needs and changes, with the goal of providing you with excellent service.
Life Insurance Estimator
SSG Insurance & Financial Services | License #0E81353
Telephone: (818) 223-9444 | Calabasas, CA
© 2015 SSG Insurance & Financial Services

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