9171 Wilshire Blvd, Suite 500

Beverly Hills, CA 90210
Employee Benefits, Health and Life Insurance Specialists, Authorized Bank On Yourself Advisor
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9171 Wilshire Blvd, Suite 500

Beverly Hills, CA 90210

Contact Us

Interested in learning more about our expert Health & Life insurance services for businesses and individuals, or would you like to know more about our Bank On Yourself™ wealth building strategy?     Please fill out the contact form below or give us a call.  We look forward to assisting you.

Our Direct Contacts

Office:  310-553-2220
Fax: 310-553-2221

Steven Holtz – President       Email Steven

Rudy Sanchez – Senior Benefits Manager        Email Rudy

Deesha Tripathy – Senior Executive Assistant     Email Deesha

Madeleine Holtz – Client Services Administrator      Email Madeleine

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