KC Independent Insurance Solutions, LLC - San Jose, California

Overview of KC Independent Insurance Solutions, LLC

KC Independent Insurance Solutions, LLC, situated at 3031 Tisch Way Suite 308, San Jose, CA 95128, United States, stands out as a premier insurance broker specializing in insurance brokerage services. Their contact information, including a phone number 408-502-7080, ensures potential clients can easily reach out for inquiries or consultations.

Key Features and Accessibility

This esteemed company prides itself on offering both online appointments and on-site services, making it convenient for clients regardless of their preference. Moreover, their commitment to accessibility is evident with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that everyone can receive the insurance guidance they need without barriers.

Online Presence and Reviews

KC Independent Insurance Solutions maintains a robust online presence through their website retiringoptions.com, where potential clients can learn more about their services. The company has garnered significant acclaim online, boasting 144 reviews on Google My Business, with an impressive average opinion rating of 5/5. These glowing reviews reflect the client's satisfaction, highlighting the company's dedication to educating consumers and providing personalized, professional service.

Personalized Service and Expertise

Clients have praised the company for its professionalism, courtesy, respect, and honesty. Working with representatives like Jen has been particularly transformative for many, offering a learning experience that goes beyond mere contract sales. The emphasis on educating clients, rather than rushing them into decisions, is a testament to the company's commitment to their clients' best interests.

Recommendation for Potential Clients

For anyone in search of a reliable and knowledgeable insurance broker, KC Independent Insurance Solutions, LLC offers a promising avenue. Their approach to insurance, centered around thorough education and personalized service, sets them apart in a market often dominated by quick sales pitches. To experience their esteemed services firsthand, potential clients are encouraged to visit their website retiringoptions.com to schedule an online appointment or to inquire about their on-site services. With features like wheelchair accessibility, they cater to a wide range of clients. The combination of their online engagement, positive client feedback, and inclusive services makes KC Independent Insurance Solutions, LLC a top choice for those seeking insurance solutions tailored to their needs. Don't miss the opportunity to take advantage of their expertise—reach out today

👍 Reviews of KC Independent Insurance Solutions, LLC

G W.

5/5

I feel so blessed to have found KCIIS on YouTube. I have enjoyed their well written, informative, and enjoyable videos regarding annuities. This company definitely is about educating the consumer, not just pushing quickly for a contract. I have been working with Jen, who is absolutely fantastic! I am still in my educating process with her and totally looking forward to my next “session “!! So far, I give this company my HIGHEST approval rating! Professionalism, courtesy, respect, honesty have been overwhelming!! Great job KCIIS team!! God bless!!

LINA F.

5/5

My husband and I had a great experience with Jake during our first consultation. It definitely was an eye opener. We appreciate the time and effort Jake put in to help us understand the best strategy to receive the highest payout in our retirement.
Jake answered our questions and made the process easy to understand. Thank you KCIIS for all the videos, definitely a great resource!

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 ..

Holly G.

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.

Nithya V.

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 K.

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.

Karen B.

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.

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.