Products
and Services
The Pacific Bridge Companies offers a variety of professional services
to
help find the best solutions to achieve any number of financial goals for our clients. |
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Life Insurance
• Annuities
• Securities
• Direct Marketed Life Insurance Services
• General Life Insurance Review
• Estate Tax Planning/Charitable Gifting Services
• Retirement Income Planning Services
• Senior Issues
• General Investment Services
• College Education Planning Services
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Financial
Planning For Employers
Benefits Communication Services is a specialized service created in response
to the manner in which insurance organizations distribute their products
and services to their employee customers. Insurance company representatives
will generally sell their employer sponsored products to employees without
considering the individual needs of each employee. Benefits Communication
Services is independent from any one insurer or financial organization,
and allows for a thorough assessment of the specific financial situation
of each employee. Rather than a sales process, the program is designed
to educate and empower each individual employee, to help set and achieve
his or her own individual financial goals.
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