Conejo Insurance Agency, Medical Insurance

We don't work for insurance companies. We work for YOU !

Dave Davidson and Conejo Insurance Agency are licensed to transact business in California and Georgia.  California DOI # 0646812 and Georgia Ins Lic # 764090.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

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