Karon Kennedy

Karon Kennedy

300 Montgomery Street, Suite 450
San Francisco, CA 94104

Phone: 415.982.0486

Contact: Karon Kennedy
Email: karonkennedy@sbcglobal.net

Are you paying too much for employee benefits? Employee Benefits are the second largest expense behind payroll. In this economic climate, it's critical each year to shop your benefits to secure the most competitive package.

We would like to recommend Karon Kennedy. Karon has been in the insurance business for over 30 years and represents all the major plans and carriers.

She will be delighted to provide every Co-op patron with creative and cost effective solutions well tailored to your winery's particular needs. Like Steve always says "Hey, it's just a phone call!" So let me help you! Products and Services Employee Benefit Services

Employee & Benefit Services

  • Medical Insurance Programs
  • Dental Insurance Programs
  • Disability Income (Short & Long Term)
  • Employee Dependent Life (including Voluntary Life)
  • Work Place Supplementary Benefits
  • Health Savings Accounts

Individual Insurance

Insurance Products

  • Life Insurance Programs (Fixed/Variable)
  • Annuity Programs (Fixed/Variable)
  • disability Income
  • Individual/Group Plans

Business Insurance

  • Key Person
  • Deferred Plans
  • Disability
  • Salary Continuation
  • disability Overhead Expense
  • Disability Buy Out
  • Long Term Care Coverage

Investment Services

Investment Products

  • Mutual Funds

Individual Services

  • Estate Planning
  • Retirement Planning
  • College Planning

Retirement Plans & Services

Qualified Retirement Plans

  • Pension and Profit Sharing Plans
  • 401K Plans
  • Money Purchase Plans
  • Defined Benefit Plans
  • SIMPLE-IRA Plans
  • Simplified Employee Pension Plans
  • IRA Accounts