CPR Financial & Insurance Services, Inc. has been successfully meeting the needs of our clients since 2001. Our dedicated advisors and agents work with you. But, we simply don't believe in the "one-size-fits-all" approach. We work with you to create individualized solutions. Our team is here to help our clients ask the right questions, identify their specific insurance needs and problems and voice their concerns so we can best meet them.
Services
Charles P. Rosen is local and nationally known in the areas of employee benefits and financial consulting.
Charles also co-hosts a talk radio program on local AM radio stations from time to time on various topics.
As a Past-President of the California Association of Health Underwriters, he spends time talking about health care reform and its fiscal impact on Government and Business.
He sits on various Business and Consumer Advocacy Committees for local Chambers of Commerce.
For over 15 years CPR Financial & Insurance Services, Inc. has taken a creative approach to putting together solutions for businesses and individuals that will not only be more cost effective, but save you time in administration and keep you compliant in today's ever changing landscape.
Charles also co-hosts a talk radio program on local AM radio stations from time to time on various topics.
As a Past-President of the California Association of Health Underwriters, he spends time talking about health care reform and its fiscal impact on Government and Business.
He sits on various Business and Consumer Advocacy Committees for local Chambers of Commerce.
For over 15 years CPR Financial & Insurance Services, Inc. has taken a creative approach to putting together solutions for businesses and individuals that will not only be more cost effective, but save you time in administration and keep you compliant in today's ever changing landscape.
Offering employer-sponsored plans is a minefield of rules and compliance that for many smaller employers can be intimidating.
Aside from just helping your put together a comprehensive benefits package, we make sure we also help take care of much of the HR and Compliance for you and your employees.
As our clients transition from Individual and Employer plans to Medicare, we've got the solutions to help you build the right Medicare coverage for you with either a Supplement with a Part D Drug Plan or Medicare Advantage (most of which include drug coverage).
Aside from just helping your put together a comprehensive benefits package, we make sure we also help take care of much of the HR and Compliance for you and your employees.
As our clients transition from Individual and Employer plans to Medicare, we've got the solutions to help you build the right Medicare coverage for you with either a Supplement with a Part D Drug Plan or Medicare Advantage (most of which include drug coverage).
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