Vivinavi

《Personal Insurance Services》

Life Insurance:
We can prepare quotes from a wide variety of quality insurance companies with solid assets. Rates, yields, and security are all well balanced.

Medical Insurance:
We provide quotes from a wide variety of products.
Insurance contents and rules have changed drastically due to recent changes in the law.

Retirement savings （ Individual annuities ） :
We offer individual annuity accumulation and tax-efficient IRAs. We can also help you with retirement planning.

Long Term Care:
We design plans to cover future long-term care expenses.

We will try to explain to you in an easy-to-understand way how insurance works.

《Corporate Insurance Services》

Health Insurance:
We have a wide range of partner companies and products.
We focus on helping you manage this as an employee benefit program.

Retirement Plans:
We can help you manage the implementation of qualified pension plans such as 401K, SEP and SimpleIRA plans. We are experts in Deferred Compensation Plans ） for key personnel in your company.

We will do our best to help you manage your plan smoothly after implementation.

～エージェントのご紹介～

山本章文（Yamamoto Akifumi）
生命・健康保険エージェント
認定生命保険士

日本人では数少ない米国認定生命保険士(CLU),米国認定ファイナンシャルカウンセラー(ChFC)です。

ファイナンシャルプランナーに必要な下記の分野を勉強してきました。
・生命保険法
・税法
・老後計画
・投資資産管理
・遺産相続や贈与計画
・企業福祉制度等

1986年25年以上、日系コミュニティー、企業様に弊社のサービスをご提供しております。