Fung, Patty S Agt

Alliant Specialty Ins Services is a leading insurance provider based in San Diego, CA. With a focus on risk management solutions, they offer comprehensive services to various industries including agribusiness, aviation, construction, cyber, energy, marine, financial institutions, healthcare, law firms, life sciences, management professionals, mergers and acquisitions, power, public entities, real estate, hospitality, transportation, and more. Their team of talented brokers and professionals are dedicated to solving challenges and providing customized solutions to meet the unique needs of their clients. Alliant Specialty Ins Services is committed to diversity, equity, and inclusion, and has been recognized for their efforts in advancing DE&I in the workplace. They have also established the Alliant Insurance Foundation, a charitable organization that promotes DE&I within the insurance industry and the communities they serve. With a collaborative and entrepreneurial culture, Alliant offers rewarding career opportunities and strives to exceed expectations in delivering exceptional insurance and risk management solutions.Generated from the website

Life Settlement Solutions Inc., located in San Diego, CA, specializes in assisting financial advisers and brokers in navigating the life settlement market, particularly for high-net-worth seniors. The company provides valuable resources and training to enhance sales activities during traditionally slow periods, such as their inaugural Life Settlement Awareness Month in June 2006. In addition to improving financial outcomes for clients, Life Settlement Solutions Inc. educates agents on leveraging life settlements as a philanthropic tool, enabling seniors to support their favorite charities without tapping into liquid assets. The firm also offers guidance on maximizing key-person policy assets for small and medium-sized businesses, ensuring that clients optimize their financial strategies effectively. Generated from the website

Wheelhouse Credit Union is San Diego's second oldest credit union. From simple checking to investment advice and mortgages, we've got you covered. We make it easy for you to achieve financial well-being.