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...I've also bought LTC policies from Ed, including for my mother. I trust his recommendations for this coverage and I feel it's an important tool for estate conservation. Now I've got peace of mind about the quality of time I'll be able to spend with her if/when her health declines."

Lou Bachus, Retired District Mgr.

...I think of Ed in terms of the Boy Scout know, "loyal, honest, courteous," etc. And now we've purchased Long Term Care policies for both of us. One less thing we have to worry about thanks to Ed. He's excellent!"

Diane Cate, Management Consultant
Specializing in the training of physicians in private practice

...But my husband and I went ahead and met with him and decided to acquire life insurance, disability protection, and insurance for my husband's business.

Early on, our policies began to lapse and Ed caught it and called. My husband was feeling a financial pinch but Ed encouraged him to wait another 30 days before deciding to cancel and got him reinstated. Not long thereafter, my husband was diagnosed with lung cancer and given 6 months to live.

The disability and business protection insurance allowed all of our financial needs to be met so that I could concentrate on caring for my husband. As a result, that last year together was the most wonderful year of our life.

Subsequently, as a result of the life insurance, after my husband did die, I was able to take the next several years off from working and just stay home and take care of our 5-yr. old daughter. The insurance money gave me SO many options at that critical juncture in my life.

Trust me, I'm not only a huge believer in insurance -- but I'm a huge believer in Ed. I would trust Ed with everything. "His intent is so pure – he is motivated from a place of service and is looking at the big picture in the lives of his clients. I dread the thought of what might have happened to our family during this sad crisis had it not been for his valuable assistance to us..."

Pattie Millen

...At one point, the insurance company was slow in paying – 1 Ed was not only an aggressive advocate who literally did battle with them -- but he even hand-delivered the disability check so that they could buy groceries.

After purchasing a Long Term Care policy from Ed for my mom, she was later diagnosed with Alzheimer's. What a relief to have those provisions already in place for her now!

Ed also provided a life insurance policy for our law partner who subsequently died of congestive heart failure. Obviously, I have repeatedly seen the benefits of proper planning and protection when so much is at stake both personally and professionally. Lastly, Ed's background in social services causes him to be the only insurance agent I know with a heart! His advocacy and humanity are so appreciated. And the fact that he only deals with AAA rated companies rounds out my reasons for having peace of mind in dealing with him. In fact, my husband and I have all of our insurance with Ed and have just recently acquired Long Term Care protection too."

Tesa Shepherd, Office Manager
Shepherd and Crabtree, Attorneys at Law

...It's pretty amazing to see how hard he fights for his clients even when it cuts against his own interests. He definitely goes toe-to-toe with the firms when necessary if it's in the best interest of his client to do so."

Tad Aiona, Attorney
Past President, Sonoma County Bar Association



1330 North Dutton Avenue, Suite 103
Santa Rosa, California 95401


1-707-579-1209 Local
1-707-579-7602 Fax