OUR COMPANY. Copyright 2009 Americorp Financial Group. All rights reserved
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2 OUR COMPANY Americorp Financial Pension & Insurance Services is a highly successful insurance marketing company directing its efforts to serving businesses in the western United States. Lawrence Kent, Founder and CEO and his Executive team bring over 50 years of insurance and investment experience to meet their client s financial goals and needs. The extensive background and knowledge of the whole staff allow them to tailor insurance and retirement programs to maximize the client s financial position. They analyze executive and employee insurance and investment portfolios, eliminating redundant coverage, taking advantage of special rates and addressing the special needs of each client. Americorp focuses on group health insurance, keyman insurance, qualified and non-qualified pension plan design, buy/sell agreements and estate planning. In addition, the company offers investments analysis and management through Americorp Investment Advisory. AmeriCal Reinsurance Solutions LLC, USA-Assist LLC and AmeriCal Advanced Insurance Solutions (LTCi) LLC are sister companies that provide specialty services with offices in North and South America. Lawrence Kent, Founder and CEO, began his career in He received both his Bachelor s Degree in Finance/Marketing and his Master s Degree in Computer Science from University of Southern California. Expertise and professionalism have earned him respect from his peers and clients alike, as evidenced by his receipt of numerous awards and honors, including the American Eagle Award, National Management Award and the Lifetime Golden Eagle Leading Producers Round Table Award presented by the National Association of Health Underwriters. He has also been acknowledged for outstanding achievement by the City of Los Angeles and was awarded the Certificate of Commendation in recognition of his outstanding dedication and contributions to the people of Los Angeles, California, USA.
3 COMPANY MISSION To provide experience, expertise and knowledge to our clients unique circumstances. To deliver to our clients the guidance and tools necessary to achieve their financial dreams and desires. To assist our clients in the achievement of their financial and employee benefits objectives in the most efficient manner.
4 PRODUCTS & SERVICES Groups Group Medical Insurance PPO s - Preferred Provider Organizations POS - Point of Service Plans HMO s - Health Maintenance Organizations ASO s - Self Funded Programs HSA -Health Savings Account HRA -Health Retirement Account Group Dental Insurance PPO Preferred Provider Organizations EPO Exclusive Provider Organizations DMO - Dental Maintenance Organizations Indemnity Plans - Fee For Service Employers Pay and Voluntary Dental Plans Group Vision Programs Group Vision Plans Voluntary Vision Plans Group Life Insurance Group Term Life Programs Voluntary Term Life Programs Permanent Life Insurance Programs Group Long Term Disability Group Long Term Disability Plans Executive Carve Out Plan Designs
5 PRODUCTS & SERVICES Groups Group Retirement Plans 401(K) Plans Pension Plans International Group Travel Insurance Plans Travel Medical Insurance Plans Trip Cancellation Insurance Plans Profit Sharing Plans 403(b) Specialty Group Programs Section 125 Plans - Full Flexible Spending Accounts Group Long Term Care Insurance Plans Group LTC Carve-Out for Owners/Executives Chiropractic Plan Designs Acupuncture Plan Designs
6 PRODUCTS & SERVICES Individuals Individual Medical Insurance PPO s - Preferred Provider Organizations HMO s - Health Maintenance Organizations HSA -Health Savings Account Individual Dental Insurance PPO Preferred Provider Organizations DHMO - Dental Maintenance Organizations Individual Vision Programs Vision Plans Individual Life Insurance Term Life Programs Permanent Life Insurance Programs Individual Long Term Disability Long Term Disability Plans Executive Carve Out Plan Designs Individual Retirement Plans Roth IRA Plans IRA Tradicional Plans SEP IRA Pension Plans
7 PRODUCTS & SERVICES Individuals Specialty Individual Programs Long Term Care Insurance Plans LTC Carve-Out for Owners/Executives Chiropractic Plan Designs Acupuncture Plan Designs International Travel Insurance Plans Travel Medical Insurance Plans Trip Cancellation Insurance Plans
8 VALUE ADDED SERVICES* Limit your COBRA Liability by outsourcing the administration Setup free Pre-Taxed Employee Contribution plan which provides employee and employer savings Provide timely claim troubleshooting for problem claims Provide consistent cost effective benefits through unique provider rate analysis Provide timely legislative updates *Americorp Financial provides the above value added services, at little or no cost, to the employer without disturbance to existing employer benefits plans.
9 ADDITIONAL SERVICES Business Succession and Personal Estate Planning Business and Individual Life Insurance Design, Implementation and Ongoing Administration; Unique Premium handling techniques Non-Qualified Deferred Compensation Plans for Key Employees and Owners Investment Consulting/Asset Allocation Retirement and Tax Planning Charitable Estate Planning Pension, 401(k) & Profit Sharing Plan Design, Implementation and ongoing communication Middle Management and Key Executive Financial & Retirement planning programs Provide retirement and financial planning for middle and upper management
10 1964 Westwood Boulevard. Los Angeles, California 90025, USA toll free In USA info@americorpfinaciancialgroup.com
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