BBB Business Review
Is this your Business?BBB Accredited Business since 10/12/2011
Lifetime Strategies for Wealth Preservation
(415) 507-1897San Rafael, CA 94903View Additional Email Addresseswww.lifetimestrategiesforwealthpreservation.comView Additional Web AddressesFacebook
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Description
This company offers life insurance, annuities and long term care insurance services
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Request a quote from Lifetime Strategies for Wealth Preservation.
BBB Accreditation
A BBB Accredited Business since 10/12/2011
BBB has determined that Lifetime Strategies for Wealth Preservation meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Lifetime Strategies for Wealth Preservation's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
California Department of Insurance300 S Spring St, South Tower
Los Angeles, CA90013-1230
(800) 927-4357
http://www.insurance.ca.gov
BBB records show a license number of 0D12402 for this company.
Type: Dept of InsuranceCheck License Status: Click here to view license info
Please note that governmental licensing information may not be current.
Type of Entity
Sole Proprietor
Contact Information
Principal: Mr. Douglas Waagen (CEO) Barbara Ryals (CFO)Number of Employees
2
Business Category
Insurance Companies, Retirement Planning Service, Financial Planning Consultants, Insurance - Life, Insurance - Senior Products, Insurance - Long Term Care, Annuities
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LocationsX
1 Locations
-
San Rafael, CA 94903Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in the San Francisco Bay Area and Northern Coastal California. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Lifetime Strategies for Wealth Preservation is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Insurance Companies
Automobile InsuranceBBBTips on Putting Together a Budget
Fraudulent Health Insurance a Growing Problem
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.
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