Calvin is a licensed Agent in multiple states, representing top-rated companies in the insurance, retirement and financial services industry. Calvin is committed to updating his knowledge across all insurance carriers’ products and trends; he is expertly equipped with resources and tools to better assist his clients with insurance and retirement financial products that meet their needs.
Education/Development
California State University – BS in Business Management
Experience
Specialty: Calvin specializes in wealth preservation, retirement planning and IRA Rollover consulting and service assistance. Calvin shows true concern for his clients, and has high work ethics to earn and keep his clients’ trust as he helps them achieve their goals. Partners with diverse business organizations to provide comprehensive Financial and Wealth Management services, Healthcare plans, and Living Trusts.
Calvin’s clients benefit from his expert advice with personal planning for:
Interests:
Enjoys music, mentoring, theater plays, Veteran group activities, outdoor grilling activities, fishing and golf
Hours Of Operation
Recognitions
Biography — Calvin Owens
Professional Services : Calvin Owens is President and Founder of Partnership Insurance & Financial Services LLC (PIFSL), founded in 2000, and a Veteran of the U. S. Air Force.
• President and Founder of Partnership Solutions and Partnership Insurance & Financial Services LLC (PIFSL).
• Over 35 years’ of sales and marketing experience.
• Dedicated Agent representing multiple companies that provide insurance, retirement and financial services.
• Specializes in IRAs, using Fixed and Fixed Indexed Annuities as a principal retirement planning strategy.
• Provides superior services to help clients build, protect and preserve wealth now, and for future generations.
• Provide clients with lifetime income options and Long-Term Care solutions.
• IRA Rollovers consulting and service assistance.
- Individual Life Insurance
- Fixed, and Fixed Indexed Annuities
- Tax-free and Tax-Deferred Annuity Options
- Long-Term Care Insurance
- Health Care Insurance coverage
- IRA Funding
- Wealth Management and Estate Conservation
Calvin provides Small Business Owners help plan for:
- Buy-Sell Agreement Insurance funding
- Deferred Compensation Simplified Employee Pension (SEP) IRA Plans
- Key Person Protection
We Specialize In
- Financial Services
- Retirement Planning Services
- Life Insurance Policies
- Annuity Solutions
Proudly Serving
Contact Information
1511 Sycamore Ave. Suite M # 342 Hercules, CA. 94547
Phone: (510) 277-0187
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