Amy manages our transfer department and is responsible for tracking policy funds, insuring all necessary paperwork is in order, and keeping clients updated throughout the process.

At home, she enjoys her busy family life and spending time with her husband and two children. She often volunteers at their school and is part of the auction, yearbook, and middle school committees. Amy also enjoys photography, traveling, paddle boarding, river rafting and hiking some of the local trails in the Bay Area.


One

Educate Yourself
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Two

Understand the Basics
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Three

Who's who in a Fixed Index Annuity
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Four

Understand the Benefits
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Five

Tax Deferral
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Six

Indexed Interest Potential
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Seven

Protection Benefits
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