Peninsula Small Business Talk

from the Peninsula Executives Association


Posts Tagged ‘Brown Financial & Insurance Services’

May Success Stories Round-up!

Let’s take a minute to celebrate some PEA members’ successes from the month of May!

  • Albert Ong, Ambassador Services had a great success at the beginning of May.  A stone supplier was so impressed with the job that Albert did that he called a friend to recommend him.
  • Dr. Chuck Fulanovich, Palo Alto Chiropractic is very happy with the progress of his office remodeling project.  The new design is giving the whole office a new energy and the phones keep ringing, too.
  • David Gaskill, D.B. Gaskill Advertising Specialties reports that there has been an uptick in business lately with seven active referrals from a recent presentation.
  • Bob Rosenberg, GR8WORK Builders, Inc. participated again this year in Rebuilding Together day.  He and Duane Asbra, Pro-Staff Painting, Terry Pebbles, Piazza Pebbles Floor & Window Covering, and Mike Fox, A&A Plumbing (along with other Rebuilding Together volunteers) worked on a home in East Palo Alto, transforming it in one day.
  • Brad Brown, Brown Financial & Insurance Services was uncomfortable at his desk.  Was it just that he’s getting old?  Good news – Susan Hannah, Ergo Works can make it better (even if part of it is that you are getting old).
  • Albert Ong, Ambassador Services thanked Werner Rogmans, Stanford Floral Design for flowers that he said were unbelievable.
  • Maureen Clark, Clark Associates thanked Randy Mills, Pioneer Services for the outstanding job he did cleaning the windows at their home.  The clean windows give her a new outlook on life.
  • Bobbie Fakkema, Events, Etc… thanked Paul Kraus, Goodco Press for the new business cards.  She just finished a fundraiser that included a fashion show.  Due to rain, they did everything in a tent and a good time was had by all.

Review your Insurance with Brad Brown, Brown Financial & Insurance Services

Brown Financial & Insurance Services handles life, medical, disability, and long-term care insurance.  Whether you are married, single, married with children, own your own business or work for others, Brad Brown can help you plan for the future.  For example, when you are considering buying insurance from a particular company, Brad can do a financial audit of that company to let you know the financial strength of the company, something that many people don’t consider when they are purchasing insurance.  Although he works with and recommends New York Life, they aren’t the only company that he works with.  His company can also help you with individual or group medical insurance plans.  They can help evaluate medical insurance plans and also educate employees on their plans.  Brad can also help you get disability insurance and long-term care insurance.

Here are a few tips and fun facts about insurance Brad gave PEA members during his presentation:

  • If you retire or lose your job, don’t drop your life insurance! Having a life insurance policy in effect can make a big difference in keeping a family together in the event of a spouse’s death.  Life insurance benefits (which are generally income-tax-free) can provide funds for putting children through college after a spouse’s death.
  • Coordinate your life insurance policy with your trust.  Brad says if it is not, the life insurance will be paid out at the direction of the policy, which might not be your intention.
  • Even with substantial assets, it is still likely to be cheaper to pay for long-term care with insurance rather than through your savings.
  • Statistically, half of PEA’s members who are 65 or older will need some kind of long-term care.

Talk to Brad Brown and Brown Financial & Insurance Services for all your life, medical, disability, and long-term care insurance needs.