Business Details
50+ Years
experience
Trusted Insurance & Financial Services in Lodi, CA
Serving the financial and insurance needs of our community since 1969, Brusa Seldon Insurance Agency, Inc. has built a trusted reputation as a family-owned business dedicated to personalized service. Our team combines decades of industry experience with a measured approach to help clients navigate life's financial challenges and opportunities. We specialize in crafting tailored strategies for individuals and businesses, including life insurance, long-term care solutions, and retirement planning. With a focus on education and client empowerment, we provide comprehensive resources to support informed decision-making. Our commitment to excellence is reflected in our industry affiliations and community involvement, including leadership roles in professional associations.We prioritize ongoing client relationships, adapting strategies as life circumstances evolve. Our team maintains advanced credentials and stays current with regulatory changes to deliver reliable, forward-thinking guidance. By leveraging partnerships with reputable carriers, we offer diverse product options while maintaining local, personalized service. We emphasize transparency in all communications and never utilize placeholder information, ensuring all recommendations align with clients' specific needs.
Services
Life Insurance
Long-term Care Insurance
Disability Insurance
Income Annuities
Investment Planning
Details
- Year established: 1969
Highlights and features
- Family-owned since 1969 with multi-generational insurance expertise
- Personalized financial strategies tailored to individual circumstances
- Team holds advanced industry designations and professional affiliations
- Access to comprehensive products through multiple carrier partnerships
- Community-focused approach with local leadership experience
Associations and certifications
- Million Dollar Round Table (MDRT)
Services
Life Insurance
Our life insurance solutions provide financial protection for families while building long-term value. We offer term policies for temporary needs and permanent coverage with cash value accumulation. The policies help maintain lifestyle continuity, fund education expenses, or supplement retirement income through tax-deferred growth opportunities while ensuring death benefit protection.
Long-term Care Insurance
This specialized insurance protects assets against extended healthcare costs. We design policies that cover home care, assisted living facilities, or nursing homes while preserving wealth accumulated through years of hard work. Our solutions address modern healthcare realities while maintaining financial security for policyholders and their families.
Income Annuities
We provide guaranteed income streams for retirement through annuity products. Immediate annuities begin payments within a year, while deferred options grow tax-deferred until needed. These financial instruments ensure predictable income throughout retirement, complementing social security and other savings vehicles with customizable payout options.
Investment Planning
Our investment solutions include over 2,500 mutual funds and retirement accounts for individuals and businesses. We help clients build diversified portfolios through IRAs, 529 plans, and employer-sponsored retirement programs. The strategies focus on long-term growth while maintaining appropriate risk management tailored to specific financial objectives.
Business Solutions
We help businesses develop employee benefits packages, protect assets, and plan succession strategies. Our services include executive benefit programs, key person insurance, and business continuation planning. The solutions address unique challenges faced by business owners seeking to protect both professional and personal financial interests.
People
Jeffrey John Brusa
Vice President
Insurance professional with 30+ years experience. Holds CA Insurance License #0826898. CSU Sacramento graduate with finance concentration. Former NAIFA chapter president. Recognized as 2007 Agent of the Year. Committed to community service and personalized client care.
Gina Brusa Crow
Vice President of Employee Benefits
30-year insurance veteran with expertise in employee benefits. Joined SBIA after 21 years at Calco Insurance and five-year tenure at Jenkins Insurance Group. NAIFA and AHIA member. Focuses on designing customized benefits solutions for businesses of all sizes.
Melissa Romero
Executive Assistant
Serving clients since 1989 with expertise in claims processing and customer service. Provides administrative support with deep knowledge of insurance products. Active community member with family in Lodi. Maintains CA Insurance License #0826898.
Shelley Martinez
Assistant
Insurance professional with 25+ years experience. Joined SBIA in 2007 after nine-year career at New York Life. Specializes in life insurance and annuities. Provides administrative support while maintaining product knowledge across multiple insurance categories.
Questions
What insurance products do you offer?
We provide life insurance, long-term care insurance, disability income protection, income annuities, and business insurance solutions tailored to individual and corporate needs.
How does your financial planning process work?
Our three-step process starts with understanding your goals, prioritizing objectives, then implementing customized insurance and investment solutions with ongoing adjustments as needed.
Do you work with tax professionals?
Yes, we coordinate with clients' existing tax and legal advisors to ensure comprehensive financial strategies that align with their overall financial picture.
Are you licensed in my state?
We serve clients in Arizona and California with appropriate state insurance licenses. Please contact us to verify specific coverage availability in your location.
