Category

Success Story

Stronger together, making hard lending easy

By | Blog, Success Story

Glendora Hard Money InsuranceGlendora Insurance – As the community’s insurance agent, not only do we love working with clients directly, but we love opportunities where we can create win-win relationships with other local businesses.

As the famous quote says,Glendora InsuranceThere is so much truth to this simple statement; and so much value that can be offered not only to one another, but more importantly, to our mutual clients.

I’d like to introduce one of my community partners, Hanover Mortgage Company (HMC), and share how together we have and continue to help many.

Hard Lending Made Easy…

Hanover Mortgage CompanyHanover Mortgage Company continues to lead the industry in hard money investment lending. Their process of investment funding is fast and easy – commonly closing purchases in less than one week. Their active product mix includes REO’s, short sales, auctions, trustee sales, refinances, as well as private party and residential construction projects. Their clients include borrower entities, fiduciaries, investors, entrepreneurs, self-employed, business owners, contractors, builders, and real estate and mortgage professionals. In addition, Hanover specializes in investing in Trust Deeds and selling Real Estate Notes. Since 1991, HMC has funded over millions to investors.

Hard Lending Made Safe…

Flood InsuranceOAK Insurance Solutions had the pleasure of working with David and Jo Ann Lapin, HMC’s founders, on complex deals. Our first project was a manufactured home located in San Bernardino County’s high-risk flood zone. David and Jo Ann immediately identified the exposure and worked with OAK to ensure their client’s investment project was fully protected. David and Jo Ann collaborated with our agency to create flood zone elevation certificates and find best possible coverages for their client’s investment. HMC did an amazing job assigning all deadlines and expectations while managing the process from start to finish – ahead of schedule. It was a collaborative effort between our insurance company, the investor, San Bernardino County, and HMC at the forefront, leading the charge. Although no investment is safe, Hanover Mortgage Company does an amazing job identifying and assessing all risks, answering all questions, and helping all parties meet requirements.

“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense and managed with reasonable care, it is about the safest investment in the world.”
~Franklin D. Roosevelt, U.S. president

About Hanover Mortgage Company

Established in 1991, Hanover Mortgage Company has been specializing in originating, underwriting, funding and servicing private trust deed transactions in the state of California for over 20 years.

Meet Founder, David Lapin

As founder and principal of Hanover MC, G. David Lapin’s experience encompasses twenty-five years of practice in commercial real estate development, construction, investment brokering, property management, and lending. Of those twenty-five years, twenty have been spent in direct experience with mortgage banking and brokerage.

With profound knowledge of real estate financing, David understands the intricacies of real estate and mortgage transactions and has created the Hanover vision to serve Californians’ real estate and investment needs.

David lives in Orange County, California with his wife Jo-Ann and their two children. He is an alumnus of California State University, Fullerton, with concentrated studies in the areas of real estate and finance. He also earned an Associates of Arts Degree in economics from Irvine Valley College and conducted a portion of his studies at the Sorbonne in Paris, France.

Meet Chief Production Officer, Jo Ann Lapin

Jo Ann LapinChief Production Officer at Hanover MC, Jo Ann Lapin, is responsible for procuring equity-investment opportunities. With over 18 years of experience in residential real estate lending, business development, and sales, Jo Ann manages new and existing business relationships. Her other major responsibilities within the company include identifying sales and investment opportunities; as well as educating current and potential clients, and referral partners, about the firm’s products and services and articulating the company’s ability to meet client objectives.

Jo Ann’s strong work ethic can also be seen through her commitment to community service. Her volunteer work includes: ADL, Jewish Family Services of Orange County, Avon Breast Cancer Society, Selwin Segal Hostel (South Africa) and volunteering with individuals seeking long-term medical treatments.

Jo Ann was born and raised in South Africa. She immigrated to the United States with her family in 1989 and established her roots in Orange County, CA. To this day, Jo Ann resides with her husband, David, and their two children in South County.

HANOVER MORTGAGE COMPANY CONTACT INFORMATION

David Lapin and Jo Ann Lapin
Hanover MC
2522 Chambers Road, Tustin, CA 92780
Email: info@hanovermc.com
714.838.1474
David Lapin: Ext 101
Jo Ann Lapin: Ext 102
Website: www.hanovermc.com

We love working and helping Hanover Mortgage Company and our clients, and we’d love to work with and help you too. Please contact us to discuss how together we can be of mutual benefit.

Michael Martinez
Oak Insurance Solutions | President
Office: 626-775-7850 | Cell: 626-818-8987
Website: www.oakinsurancesolutions.com

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

OAK Welcomes Jaeckel Tool & Manufacturing!

By | Blog, Success Story

Glendora InsuranceGlendora Insurance – OAK Insurance Solutions is well known as the manufacturing insurance experts. Our product knowledge stems from over 10 years of Aerospace and Defense Manufacturing experience. Understanding the manufacturing process, business, and requirements, allows us to offer the best priced and comprehensive manufacturing owner policies. Accordingly, bringing on Jaeckel Tool & Manufacturing onto OAK’s portfolio of clients was a perfect fit.

Glendora InsuranceJaeckel Tool is well known as the experts in precision Jig, Fixture, Tool and Die Design and Manufacturing. Over 40 years of Tool and Diemaking experience from seasoned and highly skilled journeymen have helped them build a solid reputation in the manufacturing world. Founder and owner, John Jaeckel has created one of the most respected tool shops in all of Southern California and continues to be the preferred toolmaker for the Aerospace, Automotive, Medical and Commercial industries.Glendora InsuranceJaeckel Tool and Manufacturing, Inc. specializes in jig grinding and boring to insure the most precise tools, dies and fixtures. Rapid manufacturing principles mixed with expert diemakers can quickly produce extremely durable tools that produce accurate, repeatable, and high quality components that add value to all manufacturing processes.Glendora InsuranceThe products, services and benefits to our review and in turn provide Jaeckel Tool & Manufacturing great value include:

1. Annual Liability and Business Property Premiums – 40% Savings
2. Excess Liability – 100% Increase
3. Risk Management
4. Business Income (Loss of Use) – 50% Increase

Thank you to Jaeckel Tool & Manufacturing for their trust and business. We value them as clients and as a great establishment!

We helped them and can help you too!

To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

To learn more about Jaeckel Tool & Manufacturing, you can contact them at:
Jaeckel Tool and Manufacturing, Inc
8365 Beech Ave
Fontana, CA 92335
Phone: 909-854-3569

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

Meatballs Brewing New Insurance

By | Blog, Success Story

We are thrilled to announce our newest client, The Brew and Meatball Company. By transitioning this delicious and unique establishment to a new carrier mid-term, we were able to provide them multiline discounts and offer increases on coverages that matter most.Covina InsuranceThrough this opportunity we were able to review their existing property and casualty package and offer them the following products, services, and benefits:

1. Loss of Use (BI) – Increased by 50%
2. Cyber Liability and Fraud – Now Included
3. Risk Management
4. Carrier Consolidation – Multiline discount
5. Policy Management & Future Consolidation – Multiline discountCovina InsuranceThis family-style restaurant located in Covina offers a unique and simple menu that has redefined a food that transcends cultures. Dating back to Ancient Rome, the meatball recipe has remained virtually the same. That was until 2014 when The Brew and Meatball Company opened its doors.
Covina InsuranceOwners and Founders, Danielle and Carlos Duarte, take pride in their alternative for the delicious and flavorful comfort food. Meatballs are prepared with special ingredients and served featuring different ground meats: beef, pork, chicken and others. Their signature dishes include meatball samplers, meatball sliders, meatball tacos, meatball burgers, and traditional meatballs. All are served fresh and include their original homemade companion sauces. They truly are culinary artists with “mad flavor and wicked creativity.”Covina InsuranceDelicious food and craft beer, mixed with the perfect ambiance, makes them easy to recommend!

In fact, mention “OAK” Insurance and ENJOY…The Brew and Meatball Company CouponThank you to The Brew and Meatball Company for their trust and business. We value them as clients and as a great establishment!

We helped them and we can help you too!

To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Learn more about the The Brew & Meatball Company:Location:
325 N Citrus Ave
Covina, CA 91723

Contact Information:
(P) 626-938-7090
(F) @brewballers
(IG) @brewballers
(W) www.brewballers.com

HOURS OF OPERATION
SUNDAY: 11:30am – 9:00pm
MONDAY: Closed
TUESDAY: 11:30am – 10:00pm
WEDNESDAY: 11:30am – 10:00pm
THURSDAY: 11:30am – 10:00pm
FRIDAY: 11:30am – 11:00pm
SATURDAY: 11:30am – 11:00pm

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

Home Sweet Home Insurance – The Volz-Fleischer Family

By | Blog, Success Story

Please join us in welcoming our newest clients, The Volz-Fleischer Family. After a thorough gap analysis on their current and recommended insurance limits, we were able to increase their coverage, strategically consolidate their carriers, and offer them substantial savings. Glendora Homeowner InsuranceDamon Volz-Fleischer, is an entrepreneur and small business owner ranking amongst the top licensed contractors in Southern California. His business, DT Stainless, specializes in commercial stainless steel services and repair. His wife, Tracy, is a hardworking mother of two and an emergency dispatcher for the local police department. We thank Tracy for her public service, as dispatchers are an integral part of the organization’s success. We appreciate both their work and dedication to the community. Glendora Homeowner InsuranceThe products, services, and benefits provided include:

  • Homeowners Insurance – 30% Increase in Limits
  • Auto Insurance – 10% Savings
  • Risk Management
  • Carrier Consolidation
  • Multi-line Discounts – 25% Savings
  • Policy Management & Consolidation

Thank you to The Volz-Fleischer Family for their trust and business. We value them as clients and great people!

We helped them and can help you too!

To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

Insurance As Good As Gould

By | Blog, Success Story

We’d like to welcome our newest clients, the Gould Family.  It has been our pleasure to increase their coverage, consolidate their carriers, and offer them substantial savings. And as always…we helped them and we can help you too!
Glendora InsuranceMeet Trevor Gould. Business Development and Sales professional, Trevor is responsible for all new commercial paving and sealing projects. As many of us know, new business sales is hard work! Therefore, we can appreciate his resilience and successes. Similarly, his wife, Candice, not only is a store manager for Lululemon, but she is a new mother to their beautiful little girl, Chandler. Being a Mom is a job in itself and we commend you and all working Moms.
Glendora InsurnaceOur success with the Gould Family began with a gap analysis on their current and recommended limits of insurance. Through this we recognized areas where increase in coverage was necessary, strategies to consolidate carriers, and put together an updated portfolio with significant savings. The products, services, and benefits to our review include the following:

  • Homeowners Insurance – 30% Increase in Limits
  • Auto Insurance – 30% Increase in Limits
  • Risk Management
  • Carrier Consolidation
  • Multi-line Discounts – 25% Savings
  • Policy Management & Consolidation

Thank you to The Gould Family for their trust and business. We value them as clients and great people!

To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

Enriching Arcadia Montessori School’s Insurance Portfolio

By | Blog, Success Story

Since 1963, Arcadia Montessori School has been providing a warm, nurturing, safe, and guiding environment for children to reach their fullest potential. For that reason, we are proud to introduce them as our newest client and share our story about helping them reduce risk and save on property, casualty, workers compensation, and excess liability insurance.With 54 years of educational experience, Arcadia Montessori School is the oldest and most prestigious Montessori Preschool in the San Gabriel Valley, helping over 5,000 children flourish. Providing programs for children ages 2 through 6 year old in Arcadia, California (and surrounding), each child is encouraged to learn and explore their interests through a prepared environment.
Arcadia Insurance
Although providing much value for the community, as an educator, they face more risks than ever before. Additionally, with evolving educational methods, Arcadia Montessori School, and other educational facilities, are presented with new challenges.

However, educators can rest assured that OAK Insurance Solutions is here to help educational institutions reduce risks and prevail through crises and unexpected events.

We were able to place Arcadia Montessori School with A rated carriers across all lines of insurance: Property, Casualty, Workers Compensation, as well as Excess Liability Insurance and benefit them with:

  • Business Owner Policy – Property & Casualty – 5% Reduction in Renewal Premium
  • Workers Compensation – 20% Savings
  • Excess Liability – 200% Increase in Liability Coverage
  • Risk Management Solutions
  • Policy Management & Consolidation

Arcadia Montessori School’s owner and director, Cheryl Roberts, kindly describes:
As a small business owner with limited resources, I rely heavily on Michael’s product knowledge and business insurance counsel. Michael and his staff handle all of my business insurance requirements: Property, Casualty, Excess Liability and Workers Compensation. The highest level of customer service mixed with their rare ability to connect with clients on a personal level make it easy to recommend OAK Insurance Solutions to ALL family, friends, coworkers and other business owners.

We helped them and we can help you too!

 

Learn more about Arcadia Montessori School’s Curriculum and Owner/Director, Cheryl Roberts:

The Montessori Curriculum

Practical life activities are designed to teach the child how to deal with the real-world environment. Activities such as pouring, cutting and pasting, tying shoes, etc. also help the child with a sense of order, coordination, independence and concentration.

Sensorial exercises deal with the development of the five senses. This helps the child learn to observe differences and similarities, to make comparisons between object. To form judgements, to reason and decide.

Language exercises train the child to focus on sounds of letters and words. The first introduction is sandpaper letters; the child traces the letter and repeats the sound. These skills grow into reading and writing activities.

Mathematics begin with numeration, the decimal system and geometry. This area of the classroom starts with concrete material and gradually moves toward abstraction. As with all other parts of the environment, each child works at his own pace as the concepts are understood and mastered.

Cultural activities incorporate everything not listed above. In a Montessori classroom these will include geography, science, history, art, music and movement.

Cheryl Roberts, Owner & Director or Arcadia Montessori School

Mrs. Roberts has worked at the school since 1976 and holds over 40 years of experience along with a degree in Speech Pathology from California State University, Los Angeles.

Arcadia Montessori School Contact Info
1406 S. Santa Anita Avenue
Arcadia, CA 91006
Phone: 626-447-3513
Fax: 626-447-3515
E-mail: arcadiamontessorischool@yahoo.com
Website: http://www.arcadiamontessorischool.com/

To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

The Verdict Is In: The Napolin Family Has Increased Their Insurance Savings and Coverages

By | Blog, Success Story

Allow us this opportunity to introduce our newest clients, The Napolin Family. In working with them, we were able to offer increases in coverage while consolidating carriers and offering substantial savings.
Meet Alex, owner and partner of The Napolin Law Firm. Alex has quickly positioned himself as the leading personal injury attorney in all of Southern California.
Meet his wife, Jenna, who dedicated three years to the Downtown Women’s Center addressing poverty and homelessness in Skid Row; after which she took on a more selfless role as mother to their two beautiful children.

The family had just purchased a beautiful new home in Claremont when they decided to reach out to OAK Insurance Solutions. They were interested in finding out how their current coverages compared to our recommended limits of insurance. We quickly identified a lapse in liability coverage that had them fully exposed and at risk. The gap was filled and coverages were increased. All of this while still being able to save them 22.5% in annual insurance premiums. Accordingly, we conducted a gap analysis on their current and recommended limits of insurance. As a result, the products, services, and benefits to our review include the following:

  1. Homeowners Insurance – 30% Savings
  2. Excess Liability Insurance – 50% Increase
  3. Auto Insurance – 15% Savings
  4. Health Insurance
  5. Risk Management
  6. Carrier Consolidation
  7. Multi-line Discounts – 25% Savings 
  8. Policy Management & Consolidation 
  9. Life Insurance 

Thank you to The Napolin Family for their trust and business. We value them as clients and great people!

We helped them and can help you too!

To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

Accu-Tac, industry leader in bi-pods and shooting accessories incorporates OAK Insurance Solutions’ Workers’ Compensation coverage to their arsenal of success

By | Blog, Success Story

Although workers compensation coverage is a state-mandated insurance program that covers employees’ lost wages and necessary medical treatments resulting from a work-related injury or illness, finding coverage is not always easy. Generally speaking, carriers require one to two years of coverage prior to considering a new risk. However, OAK Insurance Solutions strives on finding quality, low-cost workers’ compensation insurance for businesses easier, as here…helping Accu-Tac obtain coverage from an A rated carrier at less than the average startup premiums. Meet Accu-Tac, OAK Insurance Solutions newest client. Located in Upland, CA, Accu-Tac is a manufacturer of top quality and precision scope rings, bi-pods and muzzle brakes for the shooting world. These products will improve the functionality of any weapon. Accu-Tac designs and builds their products using the best technology available in every aspect of design, materials, and precision manufacturing. That is what Accu-Tac is all about and why they’ve quickly become the industry leader in bi-pods and shooting accessories. To learn more about Accu-Tac and find a dealer near you, visit their website: Accu-Tac To learn more about workers’ compensation coverage and other insurance programs, please contact OAK Insurance Solutions.Although workers compensation coverage is a state-mandated insurance program covering employees’ lost wages and necessary medical treatments resulting from work-related injuries or illnesses, finding affordable coverage is not always easy. Generally speaking, carriers require one to two years of coverage prior to considering a new risk. However, OAK Insurance Solutions strives on finding quality, low-cost workers’ compensation insurance for businesses; as here, helping Accu-Tac obtain coverage from an A rated carrier at less than the average startup premiums.

Accu-TacMeet Accu-Tac, OAK Insurance Solutions’ newest client. Located in Upland, CA, Accu-Tac is a manufacturer of top quality and precision scope rings, bi-pods, and muzzle brakes for the shooting world. These products will improve the functionality of any weapon.

Accu-TacAccu-Tac designs and builds their products using the best technology available in every aspect of design, materials, and precision manufacturing. That is what Accu-Tac is all about and why they’ve quickly become the industry leader in bi-pods and shooting accessories.

Glendora Workers Compensation Insurance

To learn more about the company and to find a dealer near you, visit:
Accu-Tac
714.980.1306
info@accu-tac.com

To learn more about workers’ compensation coverage and other insurance programs, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

The Maloof Family – OAK’s way of giving back to those that give so much!

By | Blog, Success Story

We’d like to take a moment to introduce our newest clients, The Maloof Family. This family deserves all the recognition in the world. We honor you and thank you for your business…

Glendora InsuranceMeet Jonathan and Danielle Maloof, the epitome of a power couple. Not only are they amazing parents to three little boys – Elwood, Remington (a CHD Warrior), and Matthias (an Angel in Heaven), but they are active philanthropists as well. After their son Remington was born with undiagnosed congenital heart defect (CHD) in 2013, they founded Save The Heartbeat, a charity on a mission to improve the lives of those with CHD. Since 2015, they have helped raise over $450,000 for the cause.

Glendora Builders InsuranceWhat We Do Best

In turn, we asked ourselves, “How can we help them?”  Our solution was simple – insurance management. OAK saved this selfless family time and money by providing them with a true one stop shop insurance solution. 

Our process began with an in-depth gap analysis on current and recommended limits of insurance. The analysis encompassed a major remodel and multiple investment properties. Through our process, holes in coverage were identified and quickly filled. The products, services, and benefits to our analysis process include the following: 

  1. Builders Risk Insurance 
  2. Homeowners Insurance
  3. Landlord Insurance 
  4. Excess Liability Insurance – 60% Increase
  5. Auto Insurance 
  6. Renters Insurance 
  7. Risk Management 
  8. Carrier Consolidation
  9. Multi-line Discounts – 25% Savings 
  10. Policy Management & Consolidation

Glendora Congenital Heart Defect“We recently just changed ALL of our insurance over to OAK Insurance Solutions! Whether you currently have (or need) insurance of ANY kind, contact our bud Michael Martinez!!! I promise it’s worth it!!!”

~Danielle Maloof

Thank you to the Maloof Family for their trust and business. We value them as clients and great people!

To learn more about their foundation, Save The Heartbeat, and how YOU can help raise awareness, please visit:
www.SaveTheHeartbeat.org
626-594-0150
SaveTheHeartbeat@Gmail.com

We helped the Maloof family and we can help you! To learn more about how OAK Insurance can save you time, money, and stress, please contact us at:
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850

Bread & Barley, Covina switches to OAK Insurance Solutions

By | Blog, Success Story
Break & Barley, Covina Insurance

We’d like to take a moment and say Thank You to Bread & Barley, out of Covina, for giving us the opportunity to serve them. We are honored to have them as our newest clients and wish them the best in their savings and coverage. Via switching to OAK Insurance Solutions, not only were they able to reduce their annual insurance premiums by more than 50%, but they’re now in a more comprehensive policy specifically tailored to the gastropub restaurant.

WE HELPED BREAD & BARLEY AND WE CAN HELP YOU TOO!

ABOUT BREAD & BARLEY | COVINA, CA

Located in Covina, CA, Bread & Barley is an upscale pub featuring gourmet food and craft-brewed beer and wine. While always gourmet, they feature an affordable menu for the foodies and a satisfying craft beer menu for the beer enthusiast.

Their menu highlights some of the pub grub classics with a Bread & Barley twist on each of them. They pour craft beers from many of the best breweries to celebrate the local craft beer community. They also have a wine list that has some of the best wines in this great state of California. Bread & Barley brings a new environment and energy to the area that goes back to the days when people gathered to eat good food, drink good beer and have a good time.

If you haven’t already, go, pull up a chair and enjoy the amazing atmosphere and great food!

Bread & Barley Menu

LOCATION
130 N. Citrus Ave
Covina, CA 91723
(P) 626-339-3310

HOURS OF OPERATION
Monday – Wednesday: 11am – 11pm
Thursday – Saturday: 11am – 1am
Sunday: 11am – 10pm

Michael Martinez

Call Us & Find Out How Much You Can Save in Insurance!

(626) 775-7850