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Micheal C Holt: Local Insurance Agent Near Me in Orange,

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Micheal C Holt
Job Title

Income Planning Specialist

Representing Insurance Agency

Representing States

Arizona, Arkansas, California, Mississippi, New Jersey, New Mexico

Representing Companies

AIG , Allianz , American Equity Investment Life Insurance Company , Ameritas Life Insurance Company , Athene
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AIG , Allianz , American Equity Investment Life Insurance Company , Ameritas Life Insurance Company , Athene , Atlantic Coast Life , Fidelity & Guaranty (F&G) , Global Atlantic , National Life Group , Nationwide Mutual Insurance Company , North American Company , OneAmerica , Sagicor Life Insurance , SILAC Insurance Company
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Years of Experience

Language Spoken

Line of Insurance

Health, Life

Specialties

Agent License Id

0E59523

Designation

CLTC CLRP

Captive

No

About Micheal Holt

Micheal Holt has been assisting retirees and pre-retirees for over 20 years to protect their assets, construct smart investment plans, and create lifelong income. During his career he has helped clients move multi-millions of dollars into products which offer more protection of their principal while providing competitive returns. He has advised employees and officers of several Fortune 100 companies as well as local small business owners and their families. He is considered an income planning expert and has an extensive training background in advising retirees with their “qualified” savings accounts such as IRA’s, 401(k)’s, 403(b) plans, TSP, and pension plans. Micheal is also an expert in Long-Term Planning and provides advice on how to manage and construct long-term care programs which protect the assets of the entire family.

Business Hour

Monday
09:00 AM To 05:00 PM
Tuesday
09:00 AM To 05:00 PM
Wednesday
09:00 AM To 05:00 PM
Thursday
09:00 AM To 05:00 PM
Friday
09:00 AM To 05:00 PM
Saturday
Closed
Sunday
Closed

Contact Info

Address

333 City Boulevard West, Ste. 1700 Orange, CA, USA 92868

Business Phone

(714) 627-2463

Personal Phone

(858) 336-4999

Email Address

[email protected]

Website

N/A

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