James de Tomasi, LUTCF
1750 Montgomery Street
Suite 116
San Francisco, CA 94111 P (415) 773-5377 F (415) 276-3278 jdetomasi@scfsecurities.com
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James de Tomasi, LUTCF, will help you take action to prepare a personally tailored insurance plan that fits your needs. Did you know? Americans, on average, are saving only 4% of their income... Specialties and Services: Below is a list of the types of services James de Tomasi can assist you with. Click on any of the services below to read more information about that service, or simply scroll further down this page to examine all of the services in detail.
BUY-SELL AGREEMENTS Popular, simple, and an inexpensive, method of assuring the survival of your business should a partner or co-owner die or become disabled.
DEFERRED COMPENSATIONKey employees don't always die or become disabled. They quite often go to competitors. Here is a way to tie them to your firm by taking maximum advantage of the corporate tax structure in a plan that provides for their retirement and their family's future security. DISABILITY INSURANCEProtect your most valuable asset ...your ability to earn income. EMPLOYEE BONUS PLANIncome tax deductable insurance for corporate owners and their employees. ESTATE CONSERVATIONA few hours of estate planning can mean more money for your family than you've earned over the past five to eight years. Plan for the possiblity of estate taxes. The appropriate strategy can insure the transfer of assests to your heirs. HEALTH INSURANCEJames de Tomasi offers quality health care plans for both businesses and individuals. Do you know what company you want to provide you with excellent health care coverage? By clicking below you can get a live quote and fill out an application online in minutes!Blue Cross quote and application Blue Shield Individual/Family quote and application Health Net quote and application Nationwide Health quote and application CFB Health Net Application Link to First Horizon Bank to open a Health Savings Account
KEY EMPLOYEE INSURANCEYou have insured your building, equipment, etc.,but what about you and your key people? Protect your business in the event of a death or disabililty. LIFE INSURANCEProtect your family from the untimely occurence of death. PENSIONS PLANSObtain a major income tax deduction while providing all eligable employees with a retirement income. |