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Brooks, Jucha & Associates is an independent brokerage firm specializing in the procurement of competitive insurance and financial products for companies and individuals. We design, compare, implement and service all areas of employee benefits, individual financial plans, plus programs to attract and retain key executives and serve business owners.
We specialize in health, dental, life and disability insurance; investment products; retirement planning; cafeteria plans; deferred compensation funding; partnership buy-sell programs; estate planning and non-ERISA compliant plans.
For 20 years our emphasis on quality has defined and strengthened our competitive edge; we focus on our clients by constantly seeking out the most effective way to design and administer
their benefit programs.
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GENERAL INFORMATION |
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Mailing Address |
11405 W Bernardo Court
San Diego, CA 92127 |
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Phone Number |
Toll-Free: (855) 785-9800
Direct:
(858) 376-1800 |
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Fax Number |
(858) 376-1806 |
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GROUP SALES |
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Kent Brooks, President |
ext. 203 |
brooks@insuranceplans.com |
Sales for new & existing groups |
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Myron Jucha, Vice-President |
ext. 205 |
jucha@insuranceplans.com |
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Terri Carver |
ext. 206 |
carver@insuranceplans.com |
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Sandra Scott |
Opt. 2 |
sandra.scottins@gmail.com |
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INVESTMENTS CONSULTANT |
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Vince Crescenzo |
ext. 252 |
vcrescenzo@cfiemail.com |
Investments, 401(k), and Annuities |
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GROUP MANAGEMENT |
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Kevin Ring |
ext. 202 |
ring@insuranceplans.com |
Group account management including renewals, new
cases, quoting, plan changes, and open enrollment
coordination |
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Asmita Patel |
ext. 201 |
patel@insuranceplans.com |
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Evania Burgos |
ext. 209 |
burgos@insuranceplans.com |
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Liz Folio |
ext. 207 |
folio@insuranceplans.com |
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Sara Howland |
ext. 208 |
howland@insuranceplans.com |
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GROUP ACCOUNT SERVICE |
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Service Department |
Opt. 2 |
service@insuranceplans.com |
HR support, escalated claim issues and misc.service
requests |
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INDIVIDUAL ACCOUNT SALES & SERVICE |
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Carol Carlson |
ext. 200 |
carlson@insuranceplans.com |
Individual sales, benefit analysis, and account
management |
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EMPLOYEE COMMUNICATIONS |
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Jasmin Bonn |
ext. 204 |
bonn@insuranceplans.com |
Creation of EE benefit comm. materials including
websites and booklets |
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ADMINISTRATION |
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Jasmin Bonn |
ext. 204 |
bonn@insuranceplans.com |
Office coordinator, accounts payable, scheduling and
operator |
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Carol Carlson |
ext. 200 |
carlson@insuranceplans.com |
Front desk reception, scheduling, operator |
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ACCOUNTING |
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Barbara Jucha |
ext. 215 |
bjucha@insuranceplans.com |
Account receivable and accounts payable |
*Securities offered through
Centaurus Financial, Inc..
The value and income of any of the securities or financial instruments mentioned in the Site can fall as well as rise and an investor may get back less than he invested. Past performance is not necessarily a guide to future performance.
Mutual Funds, Variable Annuities and Variable Universal Life are not deposits or obligations of any bank, are not guaranteed by any bank, nor are they insured by the
FDIC or any other agency, and involve investment risk, including the possible loss of the principal amount invested. You may obtain a current prospectus, which contains more complete information about the investment companies and products being offered, from your financial consultant. Please read the prospectus carefully before investing.
Securities Offered through Centaurus Financial,
Inc.
Member FINRA
and SIPC
Supervisory Branch
Address:
2300 Katella Ave., Suite 200 Anaheim, CA 92806
(714) 456-1790
Not all products offered in all states
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SDAHU |
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NAHU |
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