KC Independent Insurance Solutions, LLC - San Jose, California

KC Independent Insurance Solutions, LLC is a reputable insurance broker located at Address: 3031 Tisch Way Suite 308, San Jose, CA 95128. The company can be easily reached at Phone: 4085027080. If you prefer to visit their website, you can find it at Website: retiringoptions.com.

KC Independent Insurance Solutions, LLC specializes in providing insurance services, making them a reliable choice for anyone looking for insurance coverage. Their team of professionals is dedicated to providing personalized and high-quality services to meet the unique needs of each client.

One of the standout features of KC Independent Insurance Solutions, LLC is their accessibility. The company offers online appointments, making it easy for clients to schedule a consultation from the comfort of their own homes. Additionally, the company's physical location is wheelchair accessible, with a wheelchair accessible entrance and parking lot.

KC Independent Insurance Solutions, LLC has received numerous positive reviews from satisfied clients. In fact, the company has 137 reviews on Google My Business with an impressive average opinion: 5/5. This speaks volumes about the company's commitment to providing exceptional services and building strong relationships with their clients.

If you're looking for an insurance broker that you can trust, KC Independent Insurance Solutions, LLC is an excellent choice. Their team of professionals is dedicated to providing personalized and high-quality services to meet your unique needs. With online appointments and wheelchair accessible facilities, the company is committed to making the insurance process as convenient as possible.

Reviews of KC Independent Insurance Solutions, LLC

Henry

5/5

It was a great experience talking to Jake and Jennifer. They know exactly what they are talking . I searched different annuity advisor and only this team is amazing . They really spend time with their client explaining and selecting the best product for your needs and situations. As I mentioned to Jennifer , I started recommending KCIIS to my friends and hopefully they will call the company after they retire for their pension or lifetime income. Hybrid Pension is what I recommend to them . Thank you Jake and Jennifer for your expertise ..

Karen Bail

5/5

Kai was thorough in his explanations. Also very patient to go over content with me so that I felt confident before making such important financial annuity decisions. He took the time needed and provided all the appropriate information. The office staff is also very professional and great follow up. I trust the expertise and did not feel sales pressure. I felt a comfortable level of trust with Kai in that I made the correct choices by the end of our meetings.

Holly Garavel

5/5

Kai is an exemplary teacher and shares his knowledge effectively to make the topic of annuities and other financial retirement choices make sense! The time spent in our first session together helped to clarify all the information presented in their informative videos! I look forward to learning how best to plan our years ahead during retirement.

M K

5/5

Learning about a hybrid pension/contract from a life Insurance company has helped me to realize that all my money doesn't have to be in one product/bucket for a monthly income for life. If the contracts are laddered correctly, you can really get a monthly amount that is doable, Kai helped me to figure this out since you're in control of when to begin taking the income, the longer you wait the more money you will get. Even if you change your mind after you start receiving the funds, there is a cash value you can always have access to should you change your mind 3 years into retirement, that was peace of mind for me.

Diane Salinas

5/5

My husband and I are ready to sign up for Medicare and Jake, from KCIIS, was very informative, thorough and unbiased describing the various plans available to us (supplement vs advantage) as well as what the costs would be. KCIIS has a series of YouTube videos to educate one on Medicare and what to expect, which was very helpful as well. Thank you to Jake and KCIIS for educating us on Medicare and what we should expect in this next chapter of our life.

Nithya Venkatesan

5/5

Both my spouse and I have been happy with our discussions with Kai and his team. We appreciate their transparency, openness to answer all of our questions and spending time to give us a thorough understanding of the FIA/hybrid pension products.

Tom Knapp

5/5

Kai and his team take the time to throughly understand your situation and your needs/purposes for an annuity, and teaching you to make sure you understand what the options there are and guide you towards what may be best for you. He proposed considerations we hadn't thought of. He recommends you slow down and understand what you are buying, while others may send a product they are recommending and expect you to quickly purchase.

Ping Milano

5/5

An hour-long meeting with Kai was very educational and invaluable. The best thing about it is that it is free. He is very knowledgeable in explaining various options for folks looking for strategic ways to withdraw qualified money for a specific purpose, tempered with guaranteed income concepts and tax burden mitigations. There was no pushy sales talk; it was just plain educational. Try him; it is the best one-hour free retirement planning advice you could ever get.