Looking to Build Partnerships
We believe in partnering with others to help provide support and products to benefit our members. Through making connections with others or helping to train agents who are looking to make a difference. Learn how to partner with J&J.
Why We are passionate about what we do.
“Never doubt that a small group of thoughtful committed citizens can change the world: indeed, it’s the only thing that ever has.” -Margaret Mead.
We are constantly looking to improve, better and enrich the lives of those around us. Whether it is in the beginning stages of life, building a financial foundation and putting the pieces together. Or working through the distribution phase and planning out the legacy you want to leave behind for your family. Or if you have had more than your fair share of curveballs to protect what you have and help improve your quality of life. We believe in serving not just one piece of your life but the whole – through financial services and helping people navigate benefits they may not be aware they have access to help better their situations.
Serving Our clients through life events, retirement & Medicare plans.
Life & Retirement Planning.
Medicare Plan Options.
Products to help with Medicare.
Medicare was designed with gaps in coverage. Your healthcare and needs evolve over time, review what is available to make sure that your gaps are covered. It looks like a complicated maze because of the 100s if not 1,000s of seemingly different products, but really they all fit into just a couple of categories.
Medicare Advantage with Prescription Drugs.
Medicare Advantage Special needs.
Medicare Advantage Only.
Products to help with Life & Retirement Planning.
“Money grows on the tree of persistence.”
– Japanese proverb.
We believe everyone should plan for 3 things when it comes to life and finances. Dying too soon and having a plan in place so your family can continue to live and prosper. Getting very ill and having access to funds and not draining your hard earned assets. And living long into retirement and having a distribution solution involving tax planning to help reduce those costs.
Final Expense Insurance.
Indexed Universal Life Insurance.
Additional HealthCare Solutions.
Products to help with Rising Healthcare costs.
Whether you have private health insurance or are on Medicare, rising healthcare costs continue to be a concern into our retirement years. Health Matching Accounts can provide tax free matching to help offset those medical costs and concerns. They can also be applied to things typically not covered by traditional health insurance. There are no prerequisites to obtain one of these accounts, you do not need a high deductible health insurance plan to qualify.
Health Matching Accounts.
Pet Matching Accounts.
Meet The Partners.
James Hill was going through Officer Candidate School (OCS) with the Marine Corps when he got injured and realized life had a different plan for him.
He began reading about leadership principles and residual income through authors like John Maxwell and Robert Kiyosaki. He has been in the insurance industry for over 15 years and has helped multiple agents build a life and legacy for themselves.
Jane Hill attended school at UC San Diego (UCSD) studying Political Science with an emphasis in International Relations & Economics. On her way to becoming a lawyer, she realized she had a growing passion to help others in financial literacy and helping them navigate many aspects of life that are not taught in school.
For over 15 years she has served countless families with life insurance, retirement planning and helping navigate Medicare and it’s benefits, as well as training others to do the same.
Our Carrier partners.
We partner with multiple companies to make sure that we have the resources and the ability to address your specific needs and concerns.