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Mizell Senior Center
480 South Sunrise Way, Palm Springs, CA 92262
(760) 323-5689
 

 

AARP Health Care Options
Supplemental health insurance products for AARP members. Through carefully selected insurers, AARP makes available a range of health related products, services and insurance programs. While AARP is not the insurer, these products are designed exclusively for its members.
Contact: Elena Garcia, Account Executive
888 Brannan St. Suite 380
San Francisco, CA 94103
Phone: (415) 626-6200
Fax: (415) 626-6273

AETNA Health Insurance
Senior health care insurance. Aetna is one of the nation's leading diversified health care benefits companies, serving members with information and resources to help them make better informed decisions about their health care.
Contact: Jackie Araiza
10390 Commerce Center Drive, Suite 190
Rancho Cucamonga, CA 91730
Phone: (909) 476-5346

Arta Medicare Health Plans
Since 1995, Arta and its family of networks have built a strong, credible reputation with medical professionals, physicians and hospitals in Orange County, serving over 55,000 members. More than 800 Orange County-based primary care and specialist physicians and 15 hospitals are part of our network, providing the entire spectrum of quality health care services. They are now branching out to the Coachella Valley.
(866) 844-2170

Bank of America Reverse Mortgage
With a Senior Equity Reverse Mortgage™ you can turn a portion of the equity in your home into tax-free income and use it for what you wish—all while staying in your home.
Contact: Paul Tirado or Scott Bird
Senior Equity Loan Officers
74785 Highway 111
Indian Wells, CA 92210
(760) 403-2126
fax: (866) 509-4237
email: raul.tirado@bankofamerica.com

Canyon National Bank
Canyon National Bank was founded for the purpose of creating a locally owned and managed community bank that offers superior customer service. We strive to build long-term banking relationships, by providing a full range of financial products and services tailored to meet your financial needs with a friendly personal touch.
1711 East Palm Canyon Drive
Palm Springs, CA  92264
Phone: (760) 325-4442

Countrywide Bank Reverse Mortgage
Mortgages designed to add flexibility to your finances so you can supplement your income and effectively manage your expenses. 
Cathy Lilly, Reverse Mortgage Area Sales Manager
Phone: (760) 773-6907
Mobile: (760) 574-5251
Toll Free: (866) 608-0879
Email: cathy_lilly@countrywide.com

Bruce Dickerman, Reverse Mortgage Specialist
Reverse mortgage for Seniors to allow for a better life.
31578 Agoura Road #4
Westlake Village, CA  91361
(818) 601-9933
Email: bdickerman37@sbcglobal.net 

Health Net Medicare Programs
Health Net is one of the country's leading health care companies. We have a variety of easy-to-use plans to meet as many situations as possible. Our vast network of contracted physicians, hospitals, pharmacies, and medical professionals has been built with precision and care. Our Decision PowerSM program gives Health Net members 24/7 access to Health Coaches, professionals who are trained to listen to your concerns, answer questions, assess your health status and even help you set health goals.
Contact: Michael Moon
650 E. Hospitality Lane #200
San Bernardino, CA 92408
(818) 635-6488
email: michael.r.moon@healthnet.com

Humana
Senior HMO. Our plans and services help you choose, finance, and use your benefits with confidence and success. We help our members make healthcare and health insurance decisions with a well-informed approach, and strive to help members achieve the best possible health.
Contact: Vicky Harrison
12707 High Bluff Dr. #200
San Diego, CA 92130
(760) 202-3719
Fax: (502) 508-6988
Email: vharrison@humana.com

Lanterman Financial Group
Services include Financial Services, Retirement Planning, Mortgage Loans, and Income Taxes.
555 South Sunrise Way Ste 207
Palm Springs, CA 92264
(760) 323-7053 

Luthi Financial and Insurance Service
Luthi Financial can guide you and answer all your questions regarding Estate Planning, Retirement Planning, Foundations, Health and Life Insurance, and Long Term Care Insurance.  Look to them for Medicare Advantage Insurance. Medicare Supplement Insurances Certified.
4250 Fourth Ave, Ste 116
San Diego, CA 92103
(888) 339-9975
Email: luthifinancial@yahoo.com

SCAN
Scan Health Plan® is a "Medicare Advantage" HMO, serving the needs of over 105,000 people on Medicare in approved zip codes within seven Southern California counties, including Kern, Los Angeles, Orange, Riverside, San Bernardino, San Diego and Ventura. The goal of the organization is to continue to find innovative ways to enhance seniors' ability to manage their health and to continue to control where and how they live.
(760) 534-0524

Secure Horizons
SecureHorizons® Medicare Advantage health plans offer all of the benefits covered under Original Medicare and more. For plans that require a monthly plan premium, rates are not based on age, gender, or health condition. Also, some of our plans offer Medicare Part D prescription drug coverage.
(951)-274-3041

Sterling First Financial and Insurance Solutions
We believe that good financial decisions don't have to be risky. We provide simple, proven products that can help you make the most of your money and help to achieve some of your financial goals.  The products used are fixed and indexed annuities as well as long term care. Safety First Financial specializes in safe products. We do not use the stock market or mutual funds.  While they can be right for many people, we prefer to operate with the guarantees provided by the products we use. 

Our services are designed to help you answer the following questions

bulletHow can I get more from my safe money?
bulletHow can I reduce my exposure to risk?
bulletHow much money will I need to live comfortably in retirement?
bulletAm I saving enough?

Contact: Addie Capovani
777 E. Tahquitz Way, Suite #317
Palm Springs, CA 92262
(760) 318-2831
Fax: (760) 778-5719
Email: SF4seniors@aol.com

Union Bank of California
We offer comprehensive financial solutions to individuals and businesses: small business lines, loans, financial services, and more.
Contact Vice President/Manager: Sylvia Zarasua
500 South Indian Canyon Dr.
Palm Springs, CA 92264
(760) 778-0202
Fax: (760) 323-5566

Wells Fargo Home Mortgage
Wells Fargo Home Mortgage can help you with your Reverse Mortgage Needs. Live a long, satisfying life in the place where you feel most comfortable. If you are at least 62 years old, a government-backed reverse mortgage can help you Manage your expenses, Preserve your legacy, & Promote your peace of mind.
Jim Bedell
Reverse Mortgage Consultant
(760) 329-0311

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