benefits

BENEFITS

LEGAL SECRETARIES INCORPORATED (LSI) BENEFITS

INSURANCE & FINANCIAL SERVICES INCLUDING AUTO & HOMEOWNERS DISCOUNTED INSURANCE: HEALTH/RETIREMENT/DENTAL PLANS/DISCOUNTED LONG TERM CARE INSURANCE

NOTE: This list is maintained for use by members of Legal Secretaries, Incorporated. Agents for insurance and financial providers are available as resources when members inquire about benefits. Please use this as a starting point; ask for information, compare policy coverage and prices. LSI wants its members to find the BEST coverage for each member's individual needs and location. For information call these representatives directly.

DISCOUNT THROUGH CEB

Members of Legal Secretaries, Incorporated are

offered a reduced cost for certain educational

benefits (seminars, publications) through

Continuing Education of the Bar. For more

information, refer to http://ceb.com/LSI/

DWORKIN INSURANCE SERVICES

EARL DWORKIN

467 Hamilton Avenue, Suite #1

Palo Alto, California 94301

Phone: (650) 329-1330

(800) 332-4313- Fax (650) 329-9957

Individual and Family Medical

Insurance; Travel Medical; Medicare

Supplements; Dental Plans

STEVEN C. DANNENBERG, AFLAC Agent

11091 Rhyolite Drive, Suite 4

Redding, California 96003

Direct: (530) 339-5889 - Office: (530) 243-9879

Fax: (530) 243-9889

Portfolio: Accident, Sickness, Cancer, Dental, Hospital Indemnity & Heart Attack/Stroke

Firms with 3 or more W-2 employees qualify for §125 Cafeteria Plans & additional policies

CAPITAL INVESTMENT ADVISERS

EMERSON J. FERSCH, CFP, ChFC

5000 E. Spring Avenue, Suite 200

Long Beach, California 90815

Phone: (562) 438-6003 (877) 270-9342

Fax (562) 438-2640

Comprehensive Financial Planning,

Asset Allocation and Investment Management,

Long Term Care Insurance and Planning

WORKING ADVANTAGE

Toll Free:: 1 (800) 565-3712

www.workingadvantage.com

Discount on event tickets

Movie tickets; Theme parks; Broadway theatre;

sporting events; Ski tickets; Hotel certificates;

Family events; Gift cards & more

FINANCIAL NETWORK INVESTMENT

DANIEL R. HENDERSON, MBA, CFP

3478 Buskirk Avenue, Suite 300

Pleasant Hill, California 94523

Phone: (925) 944-9644 Ext. 153

(877) 679-9784 Ext. 153

Fax (925) 944-5675

Discounted JOHN HANCOCK long Term Care

Insurance/Life Insurance, annuities, retirement,

Investment/estate planning, mutual funds, 401(k)

CREDIT UNIONS

LA FINANCIAL

FEDERAL CREDIT UNION

Post Office Box 6015

Pasadena, CA 91102-6015

Phone: (800) 894-1200

PROVIDENT CENTRAL CREDIT UNION

303 Twin Dolphin Drive

Post Office Box 8007

Redwood City. CA 94063-0907

Phone: (800) 632-4699 – (650) 508-0300

ADDITIONAL PROVIDERS

HERTZ CORPORATION

Effective Date: June 1, 1996

CDP Card #447698

Phone: (800) 654-3131

Or your travel agent

QUESTIONS AND CONCERNS CONTACT

Brooke Atherton, CCLS LSI® Marketing Committee Coordinator

7448 Skyway, Paradise, CA 95969

(530) 877-6332 (work) FAX (530) 877-7054

E-mail: paralegalbam@sbcglobal.net

rev. 11/17/08