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    Inszone Insurance Services

    5.0 (1 review)
    Closed 8:30 am - 4:30 pm
    Updated 1 week ago

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    Services - Inszone Insurance Services

    Car and truck insurance

    Life insurance

    Homeowner or property

    1 More Service

    Vehicle

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    2 years ago

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    Chris W.

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    Dunton Health & Wealth - Greg knows the journey first hand.

    Dunton Health & Wealth

    (1 review)

    Greg Dunton was my instructor for a Retirement Planning class I took though Santa Rosa Junior…read moreCollege. The information he provided was very pertinent as I was a recent retiree from local government and my wife was a currently employed school teacher. Greg's class was terrific but I completed the class wanting more information about how to manage and prepare for retirement. My wife and I had questions regarding Social Security and how best to handle a moderate sized investment portfolio. We wanted low risk and high security. We also had questions around annuities and other financial instruments. For example, we wanted to know more about the differences between fixed and variable annuities. We invited Greg into our home for a couple of get-acquainted sessions. After the second session we became comfortable with Greg and developed confidence in his extensive knowledge and experience. Yes, he was thoroughly professional, but not at the expense of overlooking our personal issues around retirement planning and budgeting. As to budgeting, at least 50% of the time and energy we expended dealt with budget issues. Greg was not afraid of hurting our feeling over saying what needed to be said. He was always objective, frank and right to the point, but never judgmental. He answered all of our questions, no matter how simple or redundant. He never took more than a day to respond to a telephone or email question. Greg was very generous about dispensing printed information that could be helpful in our understanding of retirement issues. My wife and I are very happy with Greg Dunton's recommendations and suggestions which have been implemented. We feel very secure about our retirement future. For this we thank Greg Dunton. He has our strongest recommendation. Tom and Marion

    From the owner: Specialties As a…read moreretirement guide we specialize in the preservation and distribution of our clients assets with our goal to make sure that YOU Don't Run Out of Money Before You Run Out of Life. And to make sure your beneficiaries receive your assets in the most tax favored way. Planning highlights include.... - Retirement Planning - Buckets of Income - Review of - Lifetime Income Buckets - Review of - Income Distribution - Most Tax Favorable Way - Medicare Planning - Medicare Supplemental Plans - Part D - Prescription Drug Plans (PDP) - Social Security Claiming Strategies - Better Financial Decisions with the use of Wealth Index Report - Estate Review - Online complete Estate Plan Portfolio - 401k and IRA rollovers - Asset allocation - Review of - Educational Workshops - Long Term Care and Life Insurance - Travel Medical - Evacuation Insurance - Trip Cancellation Insurance We're here to help you! History Established in 1999. Meet the Business Owner Gregory P Dunton Business Owner Greg calls himself a Retirement Guide whose job is to 'Guide' you through a successful retirement. His #1 goals is to make sure You Don't Run Out of Money Before You Run Out of Life

    Christensen Insurance

    Christensen Insurance

    (3 reviews)

    Susan is extremely knowledgeable & honest! And, she is patient with us as we are older.read more

    Short version: WARNING! Do NOT go here for anything related to health insurance plans or the IRS…read morewill bend you over come tax time. At best, the agent is ill-informed and unskilled, at worst, she is highly unethical. -------------------- Long Version: I originally tried looking at marketplace plans online but prices seemed a bit high so I went in to this office to check out health insurance plans and see if they could offer anything better. The woman working, Susan Christensen, seemed nice and helped me through the process. I told her my estimated income for the year (which turned out to be very accurate) and we started. The initial plans she offered seemed too expensive and I wasn't really feeling it and I made that clear. After clicking around on the computer for a bit, she said " here we go" and showed me a Silver Plan for around $100 a month with decent benefits. Great! I'm sold! So what's the problem? I recently came to discover that in order to lower my monthly premiums (so I would buy), when she submitted my info she artificially lowered my estimated income below what I had told her it would be. She put that I would remain unemployed for the ENTIRE YEAR despite the fact that I previously informed her I would start work in the spring as a firefighter and subsequently had a phone call with her where I stated such (though she now claims she has no memory of this phone call). Her actions made me appear eligible for a larger subsidy than I otherwise would have been and brought my quoted price down to an attractive $100 per month. Upon filing taxes, I discovered that my income had been WAY underestimated when she filled out the forms and for the 6, yes SIX months of the year I was insured through her I will owe $1700 because, to her, making a sale (which a commission is paid on) was more important than actually communicating properly or helping me out. If you're willing to abandon ethics, you can promise people any price a month they want if you know they are going to foot the difference come tax time. Christensen Insurance proved itself, at best, to be unskilled in properly understanding and communicating real costs and risk to a client or, at worst, a business which prioritizes short term gains in the form of commissions over the financial well being of its customer ie, YOU. Sadly, it seems to be the latter. After speaking about my problem with several other people around this small town I've been informed this has NOT been an isolated case and others are in the same boat as me, with one owing over $10,000 upon filing their taxes! I subsequently brought this up with Susan hoping she would be willing to remedy the situation and her default reaction seems to be to offload the responsibility for these discrepancies onto her customers in one way or another. This is unethical, and unprofessional. If you value honesty, professionalism, or your money, stay far far away from this place. If you are one of the many people who seem to have been wronged or owe money despite clearly communicating your expected income to her, I'd suggest filling a complaint with the California Insurance commissioner and/or Covered CA to ensure this doesn't keep happening to people. Stay far, far away. And here are links to file a complaint if you've been taken advantage of. https://cdiapps.insurance.ca.gov/CP/login/ https://www.coveredca.com/PDFs/CoveredCAComplaintForm.pdf

    Inszone Insurance Services - autoinsurance - Updated July 2026

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