Business Details
Your Trusted Partner for Medicare, Insurance & Wealth Solutions
Premier 360 Insurance & Financial Solutions is a full-service independent financial services firm dedicated to enhancing the financial goals of individuals, families, and businesses. With over two decades of industry experience, we provide tailored solutions in Medicare insurance, health insurance, wealth management, and business insurance. Our value-driven approach prioritizes strong ethics and exceptional service, supported by a network of 300 affiliates to offer diverse options.Our extensively trained team specializes in Medicare Advantage Plans, Medigap, Prescription Drug Plans, 401K Rollovers, Roth IRAs, and other financial products. We empower clients to make informed decisions through research, education, and personalized guidance, ensuring peace of mind and long-term financial security.
Services
Medicare Supplement Plans
Medicare Advantage Plans
Wealth Management
Business Insurance
Health Insurance
Highlights and features
- We have over 20 years of experience in financial services and insurance.
- Our network of 300 affiliates offers diverse coverage options.
- Extensively trained agents specialize in Medicare and retirement planning.
- We provide personalized service tailored to unique client situations.
- One-stop shop for insurance and wealth management needs.
What people say
Professionalism, Quality, Responsiveness, Value
Great owner
Quick and prompt
Trusted partner
One-stop shop
Services
Medicare Supplement Plans
Medicare Supplement Plans fill gaps in Original Medicare coverage, including copayments, coinsurance, and deductibles. These plans offer predictable costs and travel coverage for emergencies abroad. Premier 360 Insurance & Financial Solutions helps clients select plans tailored to their healthcare needs, ensuring financial security and access to any Medicare-accepting provider.
Medicare Advantage Plans
Medicare Advantage Plans combine Parts A and B benefits with additional perks like prescription drug coverage, dental, vision, and fitness programs. Premier 360 Insurance & Financial Solutions assists clients in finding low-cost or zero-premium plans that simplify healthcare management under one comprehensive policy.
Wealth Management
Wealth management services include investment strategies, retirement planning, estate preservation, and tax optimization. Premier 360 Insurance & Financial Solutions creates customized roadmaps aligned with clients' financial goals, focusing on long-term growth and asset protection for individuals and businesses.
Business Insurance
Business insurance solutions cover general liability, property damage, workers' compensation, and professional liability. Premier 360 Insurance & Financial Solutions evaluates business-specific risks to recommend policies that protect assets, employees, and operations across diverse industries.
Health Insurance
Health insurance services focus on affordable plans tailored to individual and business needs. Premier 360 Insurance & Financial Solutions navigates subsidies through programs like Covered CA and identifies cost-effective alternatives to ensure comprehensive coverage for clients' health and wellness.
Questions
What types of Medicare plans do you offer?
We offer Medicare Supplement (Medigap), Medicare Advantage (Part C), and Prescription Drug Plans to meet diverse healthcare needs.
Do you provide wealth management services for retirees?
Yes, we specialize in retirement planning, estate preservation, and investment strategies tailored to retirees' financial goals.
Can you help small businesses with insurance needs?
Yes, we offer general liability, workers' compensation, and commercial property insurance tailored to small business risk management.
Are your services available outside Anaheim?
While based in Anaheim, we assist clients statewide with insurance and wealth management solutions.
How do you ensure personalized service?
Our advisors conduct detailed analyses of clients' financial situations to create customized plans aligned with their unique goals.
Do you offer free insurance consultations?
Yes, we provide free, no-obligation consultations to assess your insurance needs and recommend suitable plans.
