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Lauren Xouleis
Client Service Specialist at Asset Retention Insurance Services,
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Work Experience
Mar 2014 - Present · 10 years and 10 months
Client Service Specialist
Mar 2015 - Present · 9 years and 10 months
Director Of First Impressions
Mar 2014 - Mar 2015 · 1 years
Office Manager
Jan 2013 - Mar 2014 · 1 years and 2 months
Company Details
“Protecting and Growing Your Retirement” is our motto at Asset Retention Insurance Services, Inc. We use smart planning insurance products to create retirement certainty so that our clients can retire with confidence. Asset Retention Insurance Services serves clients throughout California, specializing in Orange County. Founded in 1999, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. Our primary focus is retirement and income strategies, estate and wealth management strategies. Our objective is simple: Reduce risk while still providing growth potential on assets, increase cash flow with a steady stream of lifetime income, help minimize taxes to enhance net worth, and simplify retirement for each of our clients so they may enjoy their golden years. We understand how important it is for you to be able to trust your financial professional. It is crucial that you be provided with accurate and helpful information. We are experienced and responsive, and we recognize your need for integrity and transparency.
Year Founded
1999
Social Media
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Industry
Financial Services
HQ Location
23171 La Cadena Drive Laguna Hills, CA 92653, US
Keywords
RetirementRetirement Income StrategiesAsset ProtectioAnnuitiesLife InsuranceTax-Efficient StrategiesLong-Term Care StrategiesCharitable GivingTax PlanningIRA Legacy Planning
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