| INSURANCE & FINANCIAL SERVICES INCLUDING AUTO & HOMEOWNERS DISCOUNTED INSURANCE; HEALTH/RETIREMENT/DENTAL PLANS/DISCOUNTED LONG TERM CARE INSURANCE |
| NOTE This list is maintained for use by members of Legal Secretaries, Incorporated. Agents for insurance and financial providers are available as resources when members inquire about benefits. Please use this as a starting point; ask for information, compare policy coverage and prices. LSI® wants its members to find the BEST coverage for each member's individual needs and location. For information call these representatives directly. |
COMMUNITY INSURANCE AGENCY
GARY MATHERS
Post Office Box 1956
San Jose, California 95109
Phone: (408) 298-9882
Fax (408) 298-9886
5150 Commerce Boulevard
Rohnert Park, California 94928
(707) 588-9949 (800) 722-6606
Discounted HARTFORD Group Auto and Homeowners Insurance
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DWORKIN INSURANCE SERVICES
EARL DWORKIN
467 Hamilton Avenue, Suite #1
Palo Alto, California 94301
Phone: (650) 329-1330
(800) 332-4313 - Fax (650) 329-9957
Individual and Family Medical
Insurance; Travel Medical; Medicare
Supplements; Dental Plans
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LINDA L. TODD, AFLAC Agent
1891 Mt. Creek Court
San Jose, California 95148
Phone: (408) 270-0507 -
Fax (408) 270-2695
Pager: (408) 860-8001
AFLAC Supplemental Accident and Disability, Short Term Disability, Cancer, Intensive Care
And §125 Plans
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CAPITAL INVESTMENT ADVISERS
EMERSON J. FERSCH, CFP, ChFC
356 Redondo Avenue
Long Beach, California 90814
Phone: (562) 438-6003 (877) 270-9342
Fax (562) 438-2640
Comprehensive Financial Planning, Asset Allocation and Investment Management, Long Term Care Insurance and Planning |
MOSTMAN & BROOKS
(800) 524-0905
TERRY MASTMAN, CLU, ChFC
Phone: (818) 360-7155
ELEANOR BROOKS, CLU
Phone: (818) 833-6860 -
Fax (818) 368-5144
11801 Balboa Boulevard
Granada Hills, California 91344
Disability, Life Insurance, Dental Plans, LongTerm Care, Mutual Funds |
FINANCIAL NETWORK INVESTMENT
DANIEL R. HENDERSON, MBA, CFP
3478 Buskirk Avenue, Suite 300
Pleasant Hill, California 94523
Phone: (925) 944-9644 Ext. 153
(877) 679-9784 Ext. 153
Fax (925) 944-5675
Discounted JOHN HANCOCK Long Term CareInsurance/Life Insurance, annuities, retirement,
Investment/estate planning, mutual funds, 401k |
CREDIT UNIONS |
LA FINANCIAL
FEDERAL CREDIT UNION
Post Office Box 6015
Pasadena, California 91102-6015
Phone: s: (800) 894-1200 |
PROVIDENT CENTRAL CREDIT UNION
303 Twin Dolphin Drive
Post Office Box 8007
Redwood City, California 94603-0907
Phone: (800) 632-4600 -
(650) 508-0300 |
ADDITIONAL PROVIDERS |
COSTCO WHOLESALEPLAN:
Qualified Organization
LEGAL SECRETARIES, INC
Organization Code: 123160
Phone: (800) 774-2678 |
HERTZ CORPORATION
Effective Date: June 1, 1996
CDP Card #447698
Phone (800) 654-2200 or your travel Agent |