Steve Jones PerezSteve Jones PerezSteve Jones Perez
Monday-Friday 9am 4PM PST, Saturday 9am-1pm PST, Sunday CLOSED.
steve@stevejonesperez.com
San Diego, CA 92106
Steve Jones PerezSteve Jones PerezSteve Jones Perez

Services

What is the best medicare plan for me San Diego

Medicare Advisory

Medicare Advisory Have your questions answered at no cost regarding this? Have your questions answered at no cost regarding this complex health care program for those age 65+, those disabled under 65, and those regardless of age with End Stage Kidney Disease. Steve traveled nationally for the country’s largest insurer educating Seniors about this most […]
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how do I protect my 401k from losses

401k and IRA Rollovers

Life Insurance 401k and IRA Rollovers If you’re approaching 65 years old or are currently 65 years or older, you’re probably considering Medicare coverage. Medicare is a health care coverage for people 65 years or older, people under 65 with certain disabilities, and people with End-Stage Renal Disease. What Does Medicare Cover? Medicare helps cover […]
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retirement income planning

Annuities

ANNUITIES & RETIREMENT PLANNING Annuities are insurance contracts between that provide payments to you so you are financially secure during retirement. These payments can be immediate or happen in the future depending on which kind of annuity you purchase. For further information, reach out to your agent at Steve Jones Perez Health & Wealth Advisory. […]
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When should I sign up for medicare

Health Insurance

Health Insurance What kinds of health insurance are there? There are essentially two kinds of heath insurance: Fee-for-Service and Managed Care. Although these plans differ, they both cover an array of medical, surgical and hospital expenses. Most cover prescription drugs and some also offer dental coverage. Fee-for-Service These plans generally assume that the medical professional […]
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term vs permanent life insurance

Life Insurance

Life Insurance Life Insurance Thinking about death is never easy, but it’s important to think of your own death in terms of how your loved ones will be impacted, especially financially, after you pass. You want to make sure your loved ones are supported long after your passing. Life insurance can be a great way […]
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how to grow your money without risk

Disability Insurance

Disability Insurance Disability Insurance What are the types of disability insurance? There are two types of disability policies: Short-Term Disability (STD) and Long-Term Disability (LTD): Short-Term Disability policies (STD) have a waiting period of 0 to 14 days with a maximum benefit period of no longer than two years. Long-Term Disability policies (LTD) have a […]
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Risk Free Retirement

Life Insurance Risk Free Retirement Risk Free Retirement are insurance contracts between that provide payments to you so you are financially secure during retirement. These payments can be immediate or happen in the future depending on which kind of annuity you purchase. For further information, reach out to your agent at Steve Jones Perez Health […]
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Term Insurance

Life Insurance Term Insurance Term Insurance are insurance contracts between that provide payments to you so you are financially secure during retirement. These payments can be immediate or happen in the future depending on which kind of annuity you purchase. For further information, reach out to your agent at Steve Jones Perez Health & Wealth […]
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Medical Coverage

Life Insurance Medical Coverage Medical Coverage are insurance contracts between that provide payments to you so you are financially secure during retirement. These payments can be immediate or happen in the future depending on which kind of annuity you purchase. For further information, reach out to your agent at Steve Jones Perez Health & Wealth […]
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What is Medical Insurance

Life Insurance What is Medical Insurance Medical are insurance contracts between that provide payments to you so you are financially secure during retirement. These payments can be immediate or happen in the future depending on which kind of annuity you purchase. For further information, reach out to your agent at Steve Jones Perez Health & […]
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