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Professional Financial Specialists, Inc. - 1994
PFSI specializes in providing Professionals one agency's
expertise in Business Insurance, Employee Benefits,
Personal Insurance, and Financial Planning. Although
many of these areas of risk and benefits could be provided
separately, many overlap each other, making it very
important that the Professional work with a specialist
that could assist in the evaluation of each area of
risk. PFSI currently works with over 1500 Colorado Dentists,
Physicians, Attorneys, and other Self Employed Professionals.
PFSI is licensed and has clients in over 20 states.
Disability Income Specialists - 1988
DIS specializes in providing the Professional a very
detailed multi-carrier survey of Individual Disability,
Group Disability, Long Term Care and Term Life benefits.
From 1988 to 2001, DIS marketed the Disability and Term
Life programs for the Colorado and Texas Dental Associations.
PFSI took over the management of DIS in 2001.
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Regan M. Turner, CFP® Principle of PFSI, Graduate of CU Boulder BS Finance,
Certified Financial Planner™
Licenses - Life, Health, Property, Casualty,
Surplus Lines, Securities*
Memberships - Professional Independent Insurance
Agents of Colorado (PIIAC), National Association
of Health Underwriters (NAHU) (FRAHU) |
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Debra Hopkins
- Business Liability & Property Specialist
Professional Liability and Malpractice - Attorneys,
Dentists, Chiropractors, Physicians, etc.
Business Owner's Policies
Workers Compensation |
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Steve Sheldon – Home & Auto
Specialist, Business Liability & Property Assistant |
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Michael S. Day
Account Representative – Life, Disability, Long
Term Care, Health & Group Benefits, Property &
Liability
michael@pfsi.net
303.325.5602 Direct Line
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Tara Barnett
– Life and Disability Insurance specialist
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Jared
Gricoskie – Group &
Individual Health Specialist Customer Service
Program Features – Multi-
Carrier Market Survey for new clients and at
renewal. We work with every group carrier in the
state. PPO, HMO, POS, & other Supplemental
Benefits
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Business Liability & Property
- Malpractice Insurance
- Business Owner's Policies
- Building Policies
- Workers Compensation
- Employment Practice Liability
- ERISA Bond for Retirement
Plans
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Health Insurance
- Group Health
- Health Savings Accounts
- Individual Health
- Temporary Health
- International Health
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Disability Insurance
- Disability Income Replacement
- Business Expense
- Loan Reducing Term
- Group LTD
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Retirement Planning*
- 401 (k), SEP
- Profit Sharing Plans
- Age Weighted
- Cross Tested
- Fixed Annuities
- Index Annuities
- Variable Annuities
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Personal Insurance
- Primary & 2nd Homes
- Autos/Vehicles
- Umbrella/Excess Liability
- Valuables & Collections
- Aircraft
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Life Insurance
- Term Life - 10, 15, 20 &
30 yr.
- Permanent Life - Whole, Universal,
Variable*
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Education Funding
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offered through the O.N. Equity Sales Company, Member
NASD/SIPC, One Financial Way, Cincinnati OH 45242,
513.794.6794 |
Contact Us
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