LGS, an independent insurance agency, delivers individual, family and business insurance solutions with an emphasis on superior knowledge and customer service. Their team includes Steven Durham, owner and licensed agent since 1990, licensed agents Heather Durham, Christina Stubler and Rikki Hunt.

Unlike “captive agents” who can only offer one brand or line of product, LGS is a licensed insurance broker representing the best national property, casualty, life and health insurance providers.

Regarding adding insurance services to Pertria, Brian Bernasconi, Investment Broker, commented, “A biological, social or economic system cannot be determined or explained by its component parts alone. The way in which the system functions as a whole plays an important role in the function and behavior of each of the parts.

“And so it is at Pertria,” adds Bernasconi. “Individual practitioners provide the highest standard of practice while collectively offering access to an integration of like-minded professionals. It is the natural succession that with all investments there is risk and, accordingly, the need for risk management. Insurance services therefore become the underpinnings of any sound, well-grounded investment strategy.”

One of the most important aspects of purchasing real estate or planning is the strategic implementation of appropriate insurance to protect investments.

“Pertria takes a high-level view on behalf of its investor and homeowner clients. Insurance is a significant but often overlooked component of each investment strategy,” said Steven Durham, Owner of LGS.

Combining LGS’s insurance expertise with the impeccable customer service to which Pertria’s clients are accustomed is yet another example of Pertria’s ever-growing offer and advantage in the marketplace.

In 2004 Pastorino founded Pertria, a firm representing residential and commercial real estate sales, investment analysis and property management strategically aligned with like-minded financial professionals including certified financial planners, tax advisors, insurance specialists and specialized legal counsel collectively providing clients with well-grounded strategies focused on maximizing opportunities and mitigating risk.

Firm Facts: Licensed real estate brokers who have passed the Series 65 exam; Experienced in charitable remainder trusts; IRC§ 121, REO and short sales; divorce; probate and relocation; reverse exchanges, and IRC§1031-1033; Real property management portfolio exceeds $202 million in value; Real property management portfolio rent revenues of $9.2 million annually; Integration of technology providing increased capacity to efficiently process client; financial reporting and resident management; Establishment of rigorous 26 week Real Estate Investment Advisory education course featuring speakers from disciplines ranging from Legal Counsel, Financial Services, Insurance, Commercial, Exchange Coordinators, TIC, Trusts, IRA.

For more information on Pertria and Helen Pastorino, please visit www.pertria.com

###

Article source: http://www.pr.com/press-release/362285

Continuing to build their presence as one of the fastest growing and largest independent insurance brokerage consulting firms in the San Francisco Bay area, CCI Financial Insurance Solutions announced the hiring of Alice Hoffman as Benefits Analyst and Wellness Coordinator.

With the alarming rise in employee benefits costs, employers are increasingly looking for ways to positively impact their budgets while still offering benefits that attract and retain valuable employees. As part of their innovative approach to help businesses realize a greater return on investment, CCI creates value-added solutions that focus on health and well being rather than simply managing disease.

Hoffman is a certified Level III Workplace Wellness Practitioner through the Wellness Council of America (WECOA). She joins CCI’s dynamic team with over 10 years of employee benefits experience in small to mid-market Account Management Worksite Wellness Promotion. In addition to her focus on Wellness, Hoffman currently supports her department’s marketing efforts by staying abreast of changes in insurance products and the marketplace, while analyzing and evaluating benefits options for clients.

Previously with USI Insurance Services for eight years, Hoffman was responsible for managing a large book of employee benefits accounts while also developing and supporting wellness programs for employer groups in the Bay Area and Central Valley. Her passion for promoting worksite health and wellness programs has led to positive culture and behavior changes within a number of Northern California worksites.

“Alice’s passion for promoting healthy life choices and her commitment to share her knowledge with our clients makes her a perfect addition to our team of professionals,” said Jim Vawter, President of CCI. “We are excited to add her to the CCI family and look forward to rolling out innovative wellness solutions to our clients.”

A native Californian, Hoffman graduated with Honors from Heald College in 2001, with an Associate’s Degree in Business Administration. A strong advocate for breast cancer awareness, she serves as a volunteer with the American Cancer Society for local fundraising events. True to her philosophy for health and wellness, Hoffman enjoys staying active outdoors, hiking and running.

ABOUT CCI

Since its inception in 1969 as a property casualty insurance brokerage, CCI Financial Insurance Solutions has grown into one of the largest independent insurance brokerage consulting firms in the San Francisco Bay area. As a top-rated independent broker with access to more than 100 insurance companies, CCI offers customized, cost-effective, and integrated plans and programs, backed and supported by experienced insurance specialists and professionals and fully-automated servicing capabilities.

Headquartered in San Ramon, California, CCI serves more than 4,500 individual and business clients across a wide range of industries including construction, real estate and property management, healthcare, manufacturing, wholesale/retail, technology, and services. Additional information is available at CCIFIS.com.

# # #

For the original version on PRWeb visit: www.prweb.com/releases/prweb2011/03/prweb5176884.htm

Article source: http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2011/03/19/prweb5176884.DTL