Business Details
Your Trusted Insurance Partner in Livermore, CA
Resource Insurance Services has established itself as a leader in the insurance and financial services industry by consistently adapting to client needs and embracing innovation. We provide access to cutting-edge products, enhanced features, and expanded quality services while pioneering new technologies to better serve our clients. Our commitment to improvement is rooted in a tradition of excellence, ensuring we meet the evolving demands of individuals and businesses seeking comprehensive insurance solutions. By maintaining relationships with major insurance companies, we develop tailored plans that address both current and future needs, including life insurance, long-term care, disability coverage, and retirement planning.Our team combines industry expertise with personalized service, prioritizing client satisfaction and long-term partnerships. We strive to deliver value through customized strategies that protect clients' lifestyles, preserve assets, and support financial security. With a focus on transparency and client-centric solutions, we aim to simplify complex insurance decisions while maintaining the highest standards of professionalism and ethical conduct.
Services
Life Insurance
Long-term Care Insurance
Disability Insurance
Annuities
Retirement Planning
Health Insurance
College Planning
Highlights and features
- We work with major insurance carriers to provide customized coverage options.
- Our expertise spans life insurance, long-term care, and retirement planning.
- We offer comprehensive solutions for both individual and business needs.
- Our team holds professional designations like LUTCF and CLTC.
- We prioritize client education and transparent financial strategies.
Services
Life Insurance
Life insurance policies protect your family's financial future with temporary or permanent coverage options. Permanent policies build cash value that can supplement retirement income or cover major life events. Our solutions help preserve assets and maintain your family's lifestyle.
Long-term Care Insurance
Long-term care insurance safeguards assets against healthcare costs associated with aging or chronic illness. This coverage helps maintain independence while protecting savings from being depleted by extended care needs, ensuring financial stability for policyholders and their families.
Disability Insurance
Disability insurance replaces a portion of income lost due to injury or illness, preserving financial stability. Our policies protect your most valuable assetyour ability to earn incomeby covering essential expenses during recovery periods.
Annuities
Annuities provide guaranteed income streams for retirement through immediate or deferred payment options. These tax-deferred solutions help manage longevity risk while ensuring consistent cash flow throughout retirement years.
Retirement Planning
Our retirement planning services include 529 plans, IRAs, and employer-sponsored plans to build tax-advantaged savings. We create customized strategies that align with individual goals, risk tolerance, and long-term financial objectives.
People
Donald Rizzo
Registered Representative & Insurance Agent
Donald Rizzo holds professional designations including LUTCF and CLTC. With decades of experience, he specializes in life insurance, long-term care, and retirement planning. Licensed in multiple states, he provides tailored solutions through New York Life and affiliated carriers.
Questions
What types of insurance does Resource Insurance Servicess offer?
We offer life insurance, long-term care insurance, disability insurance, annuities, health insurance, and retirement planning solutions tailored to individual and business needs.
Can I get insurance coverage if I live outside California?
Yes, we serve clients in Delaware, Florida, Hawaii, Idaho, Nevada, and Tennessee. Coverage availability depends on carrier authorization in your state.
How do you help with retirement planning?
We provide income annuities, 529 college savings plans, and employer-sponsored retirement plans to create tax-advantaged strategies for long-term financial security.
Are your insurance agents licensed and certified?
Yes, our agents hold professional designations like LUTCF, CLTC, and are licensed through New York Life Insurance Company in multiple states.
Do you offer international health insurance options?
Yes, we provide international major medical plans for individuals traveling to or from the USA, available through unaffiliated carriers.
Reviews (6)
Pam Kulesa
Oct 18, 2017
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Over the past 25 years and two companies at which I was the insurance admin, Don Rizzo has helped me so many times.... too many to count. Even when he was not my broker of record, I would still call him knowing he would give me concise, accurate and fast info when I was in a pinch. Needless, to say I made him broker of record years ago and have never wavered. I get numerous calls wanting to quote in order to get their foot in the door, but I just tell them I have a strong, long-term relationship with my broker and have no inclination to change.
Ehsan Shahmir
Oct 15, 2017
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Don and his staff are fantastic! I have worked with him for the past 6 years. He provided information about different options and helped me with finding the best health plan insurance for me and family specially after recent changes. He is always available and provides excellent assistance and service. My calls to his office have answered with couple of rings and my problem is solved immediately. He does not mind working after hours to help and find answers.
Wayne Beasley
Jun 27, 2017
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Don has been my company's Health and Dental professional for 14 years. Don is professional, extremely knowledgeable and responsive. He has provided the guidance we've needed for the best prices and plans. I highly recommend Don and Resource Insurance Services for your insurance needs. He's the best and you will not be disappointed!
Daniel Costello
Jun 15, 2017
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Don is a real pro when it comes to life insurance and long term care protection. He is a great listener, and helped us find the right solutions to protect both me and my family. I highly recommend him to anyone!
Steven Ong
May 22, 2017
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Don has provided insurance needs for our medical practice for the past 5-6 years. He is informative and always helpful. Anytime that I have questions or concerns, he is available. I have always appreciated quick call backs from him and his staff. I would recommend him highly.
Thomas Petty
Aug 30, 2016
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I've worked with Don for several years on my group health insurance for my company. He takes care of his customers, and is quick to jump on the phone to alert me if there's something I need to deal with. Don's the best in the business, and really knows his stuff. Highly recommended.
