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: Brokers

David White & Associates  
Wealth Creation & Preservation  
3150 Crow Canyon Place, Suite 200  
San Ramon, CA 94583  




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
You may also contact our DI Brokerage Manager, Kirk Woolsey(option2) kwoolsey@dwassociates.com  
Or visit our disability website: http://www.disabilitypartner.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)

Be it Group or Individual programs, we can help because we see the case from your perspective.










Licensed for Securities Sales in California.  Licensed for Insurance Sales in California.

CA Insurance LIC: 0504164

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.

Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation. 

Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member
FINRA/SIPC.
AIC and David White & Associates are not affiliated. 



David White & Associates  |  Our Purpose  |  Our Services  |  Insurance Companies  |  Investment Companies  |  Online Quotes  |  Accumulation Website  |  Income Distribution Website  |  Opportunities  |  Brokers  |  Endorsements  |  Planning Articles  |  Links  |  Contact Information  |  Advisor Resources/Calendar  |  Calculators  |  Alameda Contra Costa Medical Association



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