About Business
Jane L Louie is a Managing Associate with the San Francisco Bay Area Insurance Agency, a member of the MassMutual Financial Group. She is also a Certified Family Business Specialist, a Certified Long Term Care Specialist, and a registered representative of and offers securities through MML Investors services, Inc., Member SIPC. Supervisory Office: 2121 N. California Blvd., Suite 395 Walnut Creek, CA 94596. (925)979-2300
SFBAIA provides a broad portfolio of individual protection, asset accumulation, and financial products and services for high net worth families, businesses, and institutions.
They offer a Total Financial Needs Analysis through a network of experienced professionals with expertise in:
• Retirement Analysis and Programs
• Estate Strategies
• Employee Benefit and Retention Services
• Business Continuation Strategies
• Trust Services
Jane Louie can provide comprehensive strategies and focus specific areas of need.
For additional information:
Web site: http://www.sfbaa.com
Phone: (925) 979-2333
Email: jlouie@finsvcs.com
MassMutual Financial Group ® is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies. Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Securities offered through qualified registered representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 2121 California Avenue, Walnut Creek, CA 94596 (925) 979-2300.
I am licensed to sell insurance in: CA, WA, MA, NV, & NY. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business. CA Insurance License 0E08364.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
CRN201204-133326