Insurance Agency in Scotts Valley, California

Mission Statement

To provide Scotts Valley quality Insurance Agency assistance as a Insurance Agency, Financial Services, Health Insurance and Life Insurance.

Cori Financial & Insurance Services meeting your Insurance Agency needs since .

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For the past 15 years, Cori Financial & Insurance Services has been helping individual and business clients with their life and health insurance needs. As independent brokers, we work for YOU, not the insurance companies and we pride ourselves in a very high level of personalized service.

1) Health Insurance Broker/agent

As an independent broker, we help individuals and businesses to find the best medical, dental, and vision coverage available. All competent brokers have access to the same carriers, but we listen to you carefully so that our recommendations will work best.

2) Long Term Care Broker

We continually evaluate the best carriers for Long Term Care. Perhaps more than any other type of insurance, the claims/benefit experience is what separates once company from the next. We work closely on your behalf to resolve claims issues, quickly.

3) Disability Income Broker

Your income earning potential, over a lifetime, is your most important financial asset. We work hard to develop income protection strategies that will protect that asset while making sure you don't "over-insure."

4) Life Insurance

As independent brokers with over 100 life insurance companies available, we specialize in helping you determine the correct level of coverage and then going into the market to have the carriers compete for your business. We write a personalized letter to the underwriter for every client application.

5) Annuity Sales

Annuities have a specific place in your financial portfolio. They can, however, be incorrectly structured or inappropriately recommended. We only make annuity recommendations in those limited circumstances where they make sense.

Service Locations

Insurance Agency Scotts Valley  -  Financial Services Scotts Valley  -  Health Insurance Scotts Valley
Life Insurance Scotts Valley  -  Annuity Scotts Valley  -  Disability Income Insurance Scotts Valley

Citations

Cori Financial & Insurance Services Photo Gallery
Updated as of 4/25/2024

Contact Information

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