David R. Bretz, CFP®
3131 Camino Del Rio N., Suite 380
San Diego, CA 92108

(619) 878-1577

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
 
Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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