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David White and Associates provides many opportunities for brokers in the Financial Counseling business. These include: Employee Benefit Planning We can assist with your prospects and clients in a variety of ways. From plan design to presentation, we can enhance your effectiveness in establishing programs that run the entire gamut of group plans.We represent most major programs and can find the plans that best fit your clients needs, including: Medical, Dental, Life, Vision, LTD and 401k. For more information, or if you would like us to run a proposal for your group, contact our Employee Benefits Coordinator, Doug Walsh at 800-548-2671 (ext. 2659) dwalsh@dwassociates.com Individual Plans Here our emphasis is in the area of Disability Income Protection and Long Term Care. While we represent several companies in the Disability income field, we feature Standard of Oregon, Union Central and Principal. They offer both Non-Cancelable and Guaranteed Renewable Contracts. This spans the gamut of occupations; from Doctors and Lawyers to Plumbers and Carpenters. For more information about Disability Insurance or if you would like us to run a quote for your client, call Lisa Young, our Brokerage Consultant at 800-955-0040 (option1) lyoung@dwassociates.com The Long Term Care field is exploding and we have products and the concepts to help you in this exciting marketplace. While we represent 9 different programs in the field, we feature John Hancock, Met Life, Prudential Financial, CNA and Fortis. For a Long Term Care quote, contact Lisa Young 800-548-2671(ext. 2612) or Karen Simmons at (ext.2651) |
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Licensed for Securities Sales in California. Licensed for Insurance Sales in California.
CA Insurance LIC: 0504164
Registered Representative
Securities are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated. Additional products and services may be available through your Registered Representative through David White and Associates that are not offered through AIC. Securities products are limited to residents of states in which your Registered Representative is licensed. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Registered Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Investment Advisor RepresentativeSecurities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated. Additional products and services may be available through your Investment Advisor Representative through David White and Associates that are not offered through AIC. Securities products are limited to residents of states in which your Investment Advisory Representative is licensed. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisory Representative. Read it carefully before you invest or send money. An Investment Advisor Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
