SR Insurance Services Inc

Insurance

About

SR Insurance Services Inc at 550 West B Street in downtown San Diego specializes in health, Medicare, and life insurance brokerage as a women-owned, LGBTQ+-affirming agency licensed in California, Arizona, and Nevada. The agency holds Covered California certification and represents all major medical carriers on and off the state exchange, placing dental and vision plans coordinated with provider acceptance at practices including Bankers Hill Dental in the Bankers Hill district. Product categories span individual and small-group medical plans, Medicare Advantage and Supplement policies, long-term care coverage, and annuity-based retirement income vehicles certified through A and A+ rated carriers. Retirement-focused clients receive coordinated tax optimization, with annual premium and contribution analysis fed into the tax preparation workflow at Launch CPA in the downtown core. Highest-complexity placements involve Medicare Part D prescription drug plan comparisons across formulary tiers, IRMAA surcharge mitigation through MAGI management, and small-group health plan renewals requiring SHOP marketplace compliance under ACA Section 1304 employer-size thresholds.

Is this your business?

Claim this listing to update your info, add photos, or become a community supporter.

Claim This Listing