Jon Kim Mass Mutual - Korean American Dental Association

Secure your income. Protect your assets. Plan a comfortable retirement.

Strategic tax, retirement, and liability planning for dental professionals.

KADA Trusted Partner

Start your financial planning: (213) 792-9100

Jongsik (Jon) Kim

Registered Investment Advisor / Financial Services Certified Professional / Agency Managing Director, FSCP®, FSS, LUTCF®, CLTC®, Special Care Planner

California Insurance License #: 0638640

Cell: (213) 792-9100

Maximizing your financial well-being

All of those years of school and the grueling hours have paid off. Your income has doubled and tripled, but so have your taxes. It’s more difficult than ever to actually keep what you make. We can help you to:

Keep more of what you make by implementing tax-deductible, tax-deferred, or tax-free benefit plans.
Protect your assets from frivolous non-work related lawsuits; the claims of creditors; market crashes.
Insure your income is protected against disability, death, or longevity.
Provide for a comfortable retirement with a secure source of income.
Create a legacy for your family or a worthwhile charity.

Whether you are self-employed or work for a large hospital or medical group, we can help you achieve these goals and take the worry off the table.

Make Most of Taxes

Protect Your Assets

Protect Your Income

Wealthier Retirement

Take control of your future finances

Do you know how much your practice is worth?
How will you exit your business on your own terms?
How will you drive value and still maximize your income?
What is your plan to retain key employees?
How can you legally find ways to reduce taxes?

These are a few of the questions that we can help you answer with our planning solutions.

Get a free in-depth consultation with Jon Kim

Jongsik (Jon) Kim, a 38 year of insurance and financial services veteran, is Investment Advisor and Financial Services Certified Professional with MassMutual Financial Group in Mid-Wilshire office.

Jon received Financial Services Certified Professional, Life Underwriter Training Council Fellowship, Financial Services Specialist, and Certified in Long Term Care and Special Care Planner Designations to specialize in insurance and financial planning services including Estate Planning, Business Succession Planning and Qualified Pension Planning for professionals and high net worth business owners. He also specializes in advising families who have children with Special Care Needs.

Registered Investment Advisor / Financial Services Certified Professional / Agency Managing Director, FSCP®, FSS, LUTCF®, CLTC®, Special Care Planner

California Insurance License #: 0638640

Cell: (213) 792-9100

Why choose to work with Jon Kim?

Not only is Jon a trusted partner of the Korean American Dental Association, Jon plays a strong role within the Korean American community.

Besides that, Jon takes a needs-based approach to your insurance sales strategy.

His four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

Why choose MassMutual?

With over 170 years in the insurance industry, MassMutual is a recognized leader in workplace retirement and insurance solutions.

They are able to provide comprehensive solutions to individuals and businesses that smaller companies simply cannot provide.

Financial strength ratings
• A.M. Best: A++ (Superior, top category of 15)
• Fitch: AA+ (Very Strong, second category of 21)
• Moody’s Investor Service: Aa3 (High Quality, fourth category of 21)
• Standard & Poor’s: AA (Very Strong, second category of 20)

What services can you receive?

Jon Kim can help you with the following financial topics:

Annuity
Disability Income Insurance
Long-Term Care Insurance
Life Insurance
Mutual Funds
Trust Services
401(k) Information Request

Trusted Partner of KADA

Jon Kim has been a trusted financial partner of KADA for over 38 years. He has worked with numerous members and has received commendations from several notable KADA members.

Through series of informative meetings with Jon Kim from MassMutual, I was able to learn about the proper timing to plan for Life Insurance, Disability Insurance, Estate Planning, Profit-sharing Plans, and now, the Long-Term Care Planning.

The informed decision I was able to make in my financial planning gives me assurance that myself and my beloved family will be taken care of.

I am very thankful for the services of Jon Kim of MassMutual, who is not only my agent, but a friend and an advocate.

For a long time, I understood the importance of a systematic financial plan and management, but I have used "busy work" as an excuse to fail to implement a good financial plan.

I happened to know Mr. Kim Jongsik through a mutual friend. Because of Mr. Kim, I received a lot of advice and help about finance.

With the help of Mr. Kim Jongsik, I have fully understood my financial situation and existing problems. Mr. Kim has also helped me protect my family and career and increase my wealth with effective and proactive financial planning.

After several meetings with Mr. Kim Jongsik, I have seen his honest and trustworthy side. Now I will consult with him for my financial situations and entrust him to help me manage all my plans.

I am writing this letter because I am sure that Kim Jongsik will be helpful for anyone.

The first time I met Mr. Kim Jongsik of MassMutual, in 2001, I was serving as President of the Korean Association of Certified Accountants (KASCPA) in Southern California.

Twelve years have passed since then.

It's gratifying to know that after all of this time, the clients I introduced to Mr. Kim Jongsik are still receiving his services. In this constantly changing business, Mr. Kim Jongsik strives to do a good job in customer management, adhering to the most basic service spirit to continue to help his clients.

Life Insurance, Retirement Plan, Disability Income Insurance, Long Term Care Insurance, Estate Plan, and Annuity are essential parts of life in the US. Mr. Kim Jong Sik knows a lot about the relevant good companies, and he knows what an Agent must do.

I think what an Agent must do is the area that customers tend to forget - always think of putting the interests of customers first. For this reason, meeting customers and agents is a very important meeting in our life.

I recommend you to start a communication with Kim Jongsik of MassMutual.

In 1983, I bought life insurance as part of a pension plan. Because I had little knowledge of finance, I was doubtful about the insurance which I bought and thought of cancelling for a while.

In my opinion, the return on investment of life insurance was more secure than the pension plan.

First, I still regard it as a part of a pension plan.

Second, I regard it as the education (college) fund for my children (who are 10 and 16).

MassMutual Insurance is a very excellent company. I also confirmed it with Financial Magazine. With Mr. Kim's teachings, I am more convinced that the insurance plan introduced by Mr. Kim is the best option and I will not be regretting it.

For people like me who dislike compulsory insurance, Mr. Kim is the most appropriate agent.

Mr. Kim Jongsik briefly explained Pension Plans, Living Trusts, and Life Insurance for me. He also gave me advice and helped me rearrange my previous plan.

At the same time, he helped me update and strengthen my plan, which was a big help for my pension plan. Further, he also follows up and gives routine services.

After meeting and communicating with Mr. Kim Jongsik, I am confident that you will get good results.

Ordinary people (especially Koreans) are familiar with the Will, but they don't know much about handling the Will while they are alive, so I want to use this opportunity to create awareness about this.

We hope that you can continue to work hard to make seminars better, to spread the message to more people like us, and to inspire more people. I would like to express my sincere thanks for the excellent seminar you held last time.

I would like to introduce you to Mr. Kim Jongsik (a special agent), an honest and trustworthy insurance specialist.

When he learned that I was upset because I didn't choose a life insurance policy that I was satisfied with, Mr. Kim came to me and gave me a lot of great advice.

I was interested in his articles and reports. Because of his sincerity and true attitude towards his customers, I don't hesitate to recommend him.

Also, he is always improving which is very good.

Although we have only known each other for 7-8 months, I believe in his honest character and highly recommend him.

If you have any other questions about Mr. Kim, please get in contact with me at any time.

Get a free consultation and secure your financial future - today

Reach out to Jon using our contact form below.

3700 Wilshire Blvd. Suite 1009
Los Angeles, CA 90010

Cell: (213) 792-9100
Tel: (213) 252-6222
Fax: (213) 252-6299

www.jonkimadvisor.com

jonkim@financialguide.com

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.

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