Lake Forest Insurance, Inc. (‘LFI’) is a life and health insurance agency which specializes in providing professional advice and outstanding service to its clients. Since its inception in 1982, LFI has provided expert advice and care to a variety of employer groups and individuals regarding all aspects of life and health insurance and related employee benefits. LFI is currently appointed to represent over 60 life and health carriers throughout the country. LFI conducts no marketing or advertising activities, and exclusively acquires its clients by referral. LFI has significant experience and expertise both in newly establishing employer group benefit plans as well as assisting clients to take their existing benefit plans to the next level.
Jeff Rivera has a degree in electrical engineering from Cal Poly and has previously worked as an analyst and purchaser of group benefits for a large private employer group. Jeff has significant experience with computer and network security, which have become critical issues in the insurance business with regard to protecting client personal and private health information. Jeff as an insurance broker joined Lake Forest Insurance, Inc. in 2007 and brings his vast technical knowledge, talent, and practical experience to the firm.