Start Saving Today
Safe Harbor Financial Services - Insuring San Clemente and All of CA, AZ, CO, FL, MT, NV, NM, NC, OR, and TX
The Joy of Service and Care for your Future and Legacy
Looking For Expert Advice For Your Insurance Options? You’re At The Right Place!
Petia Lilova is an independent insurance agent/broker specializing in Medicare, Life, Long Term Care, Disability & Annuities since 2007. She works with many major insurance carriers, offering appropriate coverage, based on individual healthcare needs, plans availability, and budget. Her personalized service focus on low costs, proper benefit structure, and helping clients making better-informed decisions. She is licensed in CA/home state, OR, NV, TX, NM, AZ, CO, NC, MT, FL, and adding more states to her portfolio. In the event a client is moving from CA to another state, she can research all the plans options available throughout the new home state, making transition easy and safe. As an independent broker, there’s no charge for these services. She is compensated by the private insurance companies. She will provide unbiased reviews along with comprehensive plan comparisons based on the client’s healthcare, life, and income needs priorities. San Clemente Medicare Supplements Website Offerings: Health Insurance For Medicare Eligible, Medicare Supplement Insurance Plans, Long Term Care Insurance, Life Insurance, Annuities, Disability Insurance, – San Clemente, San Juan Capistrano, Dana Point, Laguna Hills, Laguna Beach, Laguna Woods, Newport Beach, Lake Forest, Tustin, Costa Mesa, Coto De Casa, Mission Viejo, Aliso Viejo, Villa Park, Orange, Santa Ana, Garden Grove, Westminister, Huntington Beach, Orange County, CA – Office: (949) 973-4322 | Cell: (949) 973-4322
Her goal is to help you find the insurance plans that fit your needs and budget. Take a few minutes exploring our site to learn about the types of coverage we provide, the educational resources we offer, and then contact us to discuss how we can help meet your unique needs.
This site is not endorsed by Medicare or any Insurance Company. By entering information on this site, or calling our phone number, you may be contacted by licensed insurance agent. Safe Harbor Financial Services only sell Off California Exchange/Not Subsidized Health IFP. We do not sell for Covered California/CA Exchange. Petia is an independent agent/broker, and contracting will vary by type of service and state availability.
Thank you for visiting our website!
Recent News & Updates
Leveraging Life Insurance to Make a Difference
Posted: April 22, 2024
Earth Day serves as a poignant reminder of the importance of preserving our planet for future generations. As individuals committed to protecting the environment, many of us seek opportunities to leave a lasting legacy by supporting charities and causes that champion environmental conservation. One powerful way to make a meaningful impact is by leveraging life insurance to support these vital initiatives. Understanding Life Insurance as...
10 Group Benefits with Tax Credits
Posted: April 13, 2024
With Tax Day just around the corner, many businesses are looking for ways to maximize employee tax savings and benefits. While it may be too late to enjoy these tax savings for 2023, there are still valuable opportunities to explore for future tax years. Here are 10 group benefits options that receive tax credits that your business should consider: 1. Health Insurance Offering health insurance...
Policy Service
Policy Change Request
