Los Angeles Legal Secretaries Association

Benefits

Legal Secretaries Incorporated (LSI) Benefits

Note: This list is maintained for use by members of Legal Secretaries, Inc. Agents for insurance and financial providers are available as resources when members inquire about benefits. Please use this as a starting point; ask for information, compare policy coverage and prices. LSI wants its members to find the BEST coverage for each member’s individual needs and location. For information call these representatives directly.

WORKING ADVANTAGE
Toll Free: (800) 565-3712
www.workingadvantage.com
Discount on event tickets, movie tickets,
theme parks, Broadway theater, sporting events,
ski tickets, hotel certificates, family events,
gift cards and more.
Member ID: Contact LSI Corporate Office, lsiorg@suddenlink.com, or LSI Vice President
HERTZ CORPORATION
Effective Date:
June 1, 1996
CDP Card #447698
(800) 654-3131
www.hertz.com

FINANCIAL PROVIDERS

CAPITAL INVESTMENT ADVISERS
Emerson J. Fersch, CFP, ChFC, CLU, CASL
5000 E. Spring Street, Suite 200
Long Beach, CA 90815
Office:
(562) 420-9009 or
(877) 270-9342
Fax: (562) 420-9955
www.ciadvisers.com
Offering Retirement Planning/Investment Management,
Pension and 401K Rollover Consulting, and
Comprehensive Financial Planning
LEGACY WEALTH MANAGEMENT
Daniel R. Henderson, MBA, CFP
3478 Buskirk Avenue, Suite 300
Pleasant Hill, CA 94523
Office: (925) 296-2853 or (877) 679-9784
Fax: (925) 944-5675
E-mail: daniel@legacywealthmanagement.biz
www.legacywealthmanagement.biz
Offering discounted John Hancock Long Term Care Insurance and Life Insurance, Annuities, Retirement, Investment and Estate Planning, Mutual Funds, and 401K

DAVID WHITE & ASSOCIATES
Wealth Accumulation and Preservation
3150 Crow Canyon Place, Suite 2000
San Ramon, CA 94583
(800) 548-2671
Contact: Ryan Gonzales (ext. 2682),
rgonzales@dwassociates.com, or
Matt Kay (ext. 2628), mkay@dwassociates.com
Offering Investments, Retirement Plans, Education Savings Accounts, Medical Insurance, Life Insurance, Disability Insurance, and Long Term Care Insurance
ATHLETES BUSINESS CONSULTANTS
Jory Wolf, President/Founder
350 10TH Avenue, Suite 1000
San Diego, CA 92101
Office: (858)886-9842
Cell: (510)919-9062
jory@athletesbiz.com
California Insurance License: 0E88330
10% discount on Long Term Care, call for information on life, long term, and disability insurance, as well as commercial and residential lending

CREDIT UNIONS


LA FINANCIAL FEDERAL CREDIT UNION
P.O. Box 6015
Pasadena, CA 91102-6015
(800) 894-1200
www.lafinancial.org
Open to anyone living, working or worshiping in Los Angeles County, or referral from existing member.
PROVIDENT CREDIT UNION
303 Twin Dolphin Drive
P.O. Box 8007
Redwood City, CA 94603
(800) 632-4699 –
(650) 508-0300
www.providentcu.org
All LSI members are eligible to join.
QUESTIONS AND CONCERNS CONTACT:
Jennifer L. Page, CCLS, LSI Vice President
LSI Marketing Committee Coordinator
PO Box 150427, San Rafael, CA 94915
Home – (415) 989-1010
Cell – (415) 710-3402
jlpage@ix.netcom.com

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