Estate Protectors

Estate Protectors Estate Protectors has been assisting families with their estate planning, insurance and financial planning needs for 21 years. Troy Barnes: Founding President.

American National Licensed Agent in AZ, CA, CO, ID, NV, OR, TX & UT. Estate Protectors is a family run business with more
than 17 years of experience helping the people of San Ramon with
their insurance and investment advising needs. Our unique approach incorporates planning out your future goals and providing solutions on how you and your family can save money and secure your future prosperity. W

e know that insurance and investment advising can often make an individual feel overwhelmed as there are so many factors to take into consideration. That is why we walk our clients through the process step by step and use clear, easy to understand language to guide them towards exactly what they are looking for. What can Estate Protectors do for me? When it comes to insurance, Estate Protectors has trained professionals experienced in almost every type of insurance. We have helped the people of San Ramon with:

Life
Income/Annuities
Long Term Care
Disability
Tax Free Retirement
Liability
And that is not all. We specialize in creating and managing financial and estate solutions for the American family. Beyond insurance, interested individuals can come to see us for:

Assets Under Management Accounts
Social Security Optimization
Estate Planning
VA Benefits
Medi-Cal Planning
Care Planning
Senior Relocation

Because you can never know too much
You don’t stay in a competitive industry for as long as we have unless you are devoted to helping your clients. That is why we take special care to educate ourselves in any and all new developments pertaining to insurance and investment advising. We want our clients to know that we constantly push ourselves to be even better than we are by gaining more licenses, certifications, training, experience and professional advisory associates. Knowing how to best serve our clients is our primary concern. If you have any questions about the services we provide or if you would like to book a consultation then please contact us by phone or email. We look forward to meeting you.

03/05/2021

We’re accepting applications for an experienced client services representative to take responsibility for the service desk. We are focusing on finding a candidate who is a quick learner, and computer savvy.

Duties include, but are not limited to:
• Heavy phone usage, including cold calls, answering client inquiries, routing calls
• Maintaining client records
• Creating, using, and updating Excel spreadsheets
• Using CRM software (familiarity with Salesflare a plus)
• Scanning documents
• Creating and responding to email

What we need from you is:
• Reliability
• Proficient working knowledge with Microsoft Office 365, including keyboarding at least 40 wpm. MS Office knowledge test will be preformed before hiring.
• Good basic math skills
• Excellent English, written and spoken – including spelling
• Legible writing
• Social media marketing skills would make you a strong contender
• Desire to learn

Schedule is negotiable, with an anticipated 20 hours a week to start. More hours may be needed when we are busy.

Pay is negotiable, but will depend on your experience. Raises will be given after training period based on productivity.

From all of us to all of you, we wish you a happy, peaceful, loving, safe Thanksgiving weekend.  We are so grateful to a...
11/25/2020

From all of us to all of you, we wish you a happy, peaceful, loving, safe Thanksgiving weekend. We are so grateful to all the wonderful people that we have been blessed to serve.

Our offices will be closed Thursday and Friday in observance of this special time, so that we can show our gratitude to those closest to us, our families.

We look forward to Monday, so we can continue helping you take care of your families, too! Bless you all, your Estate Protectors.

We hope to see you here!  Ignore the sign, it's on Friday, June 26th and Saturday, June 27th.  This year we're partnerin...
06/15/2020

We hope to see you here! Ignore the sign, it's on Friday, June 26th and Saturday, June 27th. This year we're partnering with our good friends at St. George Estate Law so that once you've seen all the great ways you can turn your home into your dream castle, we can show you how to protect that palace of yours! We're at booth 406, See you soon!

FIRST 1,000 TICKETS FREE The St. George Spring Home Expo is happening May 1st & 2nd, 2020 at the Dixie Center. Just in time to finish up your home

Good morning, everyone!  We have great news...Estate Protectors is proud to announce the birth of  TC Barnes Insurance, ...
06/15/2020

Good morning, everyone! We have great news...Estate Protectors is proud to announce the birth of TC Barnes Insurance, our new insurance subdivision. TCBI, as we call it here, is our full-service insurance agency. We're one of the few that can cover your mobile home, your fine classic automobile, and we even provide coverage for medical professionals. Just like Estate Protectors, TCBI will help you Mind the Gap - by identifying and covering your areas of risk.
Introducing the Director of Insurance Services, Neil Farnsworth, and his associate, Kellen MacNeill. Isn't it about time you had those overpriced, outdated policies reviewed? Give the guys a call at (435) 215-7925 today to schedule your free insurance evaluation.

05/18/2020

Congratulations graduates! We may have missed graduation this year, but we still salute you and recognize your accomplishments. All the best in your future endeavors!

THREE IMPORTANT THINGS TO THINK ABOUT...  If you had a heart attack yesterday, what are the three most important things ...
05/04/2020

THREE IMPORTANT THINGS TO THINK ABOUT...



If you had a heart attack yesterday, what are the three most important things you would want to take care of today?

If you had been diagnosed yesterday with a life-threatening cancer, what are the three most important things you would be worried about today?

If you had a stroke last night, what are the three most important things you would want taken care of today?

If any of those three things happened to you last night, you might not be able to talk or write the three most important things you would want taken care of today. Now is the time to take action.

Do you insure your car before or after a car accident? Do you insure your home before or after a house fire? When you are a victim and a survivor of one of these illnesses, do you need extra worries when you are already dealing with questions of life, death and survival? Would you want your mortgage balance to be paid off? Would you want your credit card debt to be paid in full? Would you want to make sure all your other financial obligations were met? Let Estate Protectors show you how you can protect yourself, your family and your business in the event of a critical illness. Schedule your online, phone or in-person consultation with your Estate Protector advisor today at www.estateprotectors.net

04/27/2020

Seniors May Have a Tougher Time Finding Jobs

Retirees forced to reenter the workforce by this recession may struggle to find work. If the Great Recession is any guidance, the post-coronavirus economy will be a challenge for older workers. An Urban Institute study published in 2012 and titled Age Disparities in Unemployment and Reemployment During the Great Recession and Recovery noted it took nine months or more for workers age 51 to 60 who got laid off during the Great Recession to get hired. In contrast, it took an average of only six months for unemployed workers age 25 to 34 to find work.

Citing that study, Forbes recently noted “ageism and age discrimination remain real and widespread. The belief that older workers aren’t tech savvy is ingrained in employers, causing a barrier for the new world of telework. What’s more, hiring managers may steer clear of older job candidates, fearful that they may be more susceptible to the coronavirus.”

On their resumes, older workers should include only the most recent and relevant jobs; leave dates off wherever possible. Show that you are willing to undertake training and learn new skills. Highlight your experience and your abilities. When you have decades of life experience, it's easier to tailor the resume to the job.

In interviews, you might not be asked directly whether you are overqualified or uncomfortable working with (or being supervised by) younger employees. But raise the topic of age yourself if you sense it might be an issue. For example, describe your advantages, such as bringing maturity to the job and a willingness to put in extra hours when needed. Cite examples of how you have brought a team together when things got tough. Explain that you'll be a supportive business partner and will use your skills to help the company turn profits. Use the pronoun "we" to show your willingness to be a team player. Research the company you're applying to, look at what you can bring to the table and be confident. Remember that it was the boomers that gave the kids internet to begin with.

Go get 'em, you've got this!

04/20/2020

Radio Show With Trevor Carlson

Address

285 W Tabernacle Street , #102
Saint George, UT
84770

Opening Hours

Monday 8am - 6pm
8pm - 6pm
Tuesday 8am - 6pm
8pm - 6pm
Wednesday 8am - 6pm
8pm - 6pm
Thursday 8am - 6pm
8pm - 6pm
Friday 8am - 6pm
8pm - 6pm

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