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for We Care School in Concord, Foster a Dream which that may come up such as cancer, heart attacks or stroke.
is now located in Martinez, The Children’s Miracle Some newer type of insurance plans now have “living
Network – Children’s Hospital Radiothon and many benefits,” which allow the insured person to receive
other charities. cash against their own insurance plan which helps them
In 2006, their friendship led to opening their own office, financially when these catastrophic illness crop up. Life
Protection & Prosperity Inc., in Benicia. By being “inde- insurance is no longer “just a death benefit.”
pendent agents” they found that they could service their In addition to insurance, they focus on teaching peo-
clients better by being able to shop the many companies ple to save money not only for their retirement years,
for the correct plan and price for each of their clients’ but for other large goals such as college tuition for their
unique needs. Insurance coverage is very important and children or purchasing a home. Surprisingly, they often
can take care of many different requirements such as pro- meet people in their 30’s and 40’s that have not set up an
viding income to a family left behind, emergency fund. It goes to say that if you don’t save for
paying for education, paying off a your future you had better stay healthy because you will
mortgage or just having enough
money to live out the dreams probably have to work for the rest of your life.
that were planned. Nowadays, It is a shame that money and finance is not taught
disability is a huge problem in our schools, consequently children will do what
not only from accidents their parents do. “Children of spendaholic par-
ents become spendaholic kids,” Patricia
but also the critical said. Because of this Brandy & Patricia
illnesses offer complimentary classes for chil-
dren’s groups such as Boy Scouts, Girl
Scouts, church groups and, of course,
for anyone who wishes to under-
stand how to manage money.
Brandy and Patricia work with
individuals, families and small
businesses. They take time to
listen to their needs, research
the best solution and then
help implement the plans.
More importantly, they
build a relationship with
