Welcome to Surf City Insurance Services
We are dedicated to providing you with a strategic, well thought out approach to health insurance.
How Can We Help You Today?
Individual Health Plan
Want to get a custom quote for you and your family?
Group Health Plan
Want a benefit package that provides the most for your money?
Senior Health Plan
Turning 65 years old in the next 6 months or need help with medicare?
Want to find a dental plan
that will keep you smiling?
Planning a trip and want to be covered when you are away?
Need coverage while you transition to a new medical plan?
What Our Clients Are Saying...
Nicole has been great to work with in regard to my insurance needs. She is very customer service oriented and remains positive in working through the mire of an ever-changing insurance environment. I always recommend Nicole to others who may be in need of help with their insurance. Two Thumbs Up!!!
We have been with Surf City for over 2 years and we are blessed to have been referred to them. They have helped us put together our first employee benefits package and have continued to help us improve it over the years. They are thorough, clear, and very informative. They go above and beyond their work to meet our needs. Dee Dee is an expert and wealth of information. We definitely recommend them to anyone.
The Surf City Financial Group Team
Brian Zeek, CLTC RICP CSA CCFS® ELA™
CEO & Founder - Wealth Strategist, Entrepreneur, Visionary Leader, and Author
Brian’s emphasis as founder of Surf City Financial Group (SCFG) has always been about efficiency, eliminating losses, and overseeing one’s own money. He is adept at finding the money you may be giving away unknowingly and unnecessarily. Throughout the years, he has proven to have a gift at understanding the way by which various financial products resonate with each other so as to maximize their effectiveness to individual personal financial planning. Brian is a Wealth Strategist, and his passion is to help others find their Wealth Plan and Protection through the Circle of Wealth Concept. He has been in business, as an entrepreneur, since 2003.
Dee Dee Brooks, RHU REBC CFCI
EVP – Benefits Specialist, Entrepreneur, Strategic Planner, and Author
Dee Dee’s work background is extensive, from academia to law to Strategic Planning for a Fortune 50 Company. She holds multi-state licenses, and brings her expertise in ERISA, plan formation, and wealth management to the organization. The phone rings often with call-ins to ask her to solve a mystery that other planners may not be able to help with. She has been in the Life and Health Industry since 1994. Her passion is to help people retire with a peace of mind in accordance with a Holistic Planning Roadmap.
Nicole Seibert, PHR
Nicole has the technical skills to be a planner in her own right, but, since 2003, she has taken the helm at Surf City Financial Group (SCFG) to lead client and vendor relations. She helps clients through every step of their affiliation with the organization. She is the consummate professional, and we are proud and fortunate to share her commitment to excellence in every facet of planning and plan execution.
Adriana Lugo, MBA
Adriana has over 20 years’ experience in managerial positions, and, with her husband, runs Hispanic Services of America, Inc. In her capacity as Controller at Surf City Financial Group (SCFG), she has lent her services in the fields of Accounting and Administrative Structure to our small business clients.
Sarah started with Surf City Financial Group (SCFG) in 2015, having worked at Hoag Hospital and in health insurance claims management previously. She is recently licensed, and is moving from purely administrative tasks to working with the planners directly in order to make the online course experience as meaningful as possible for the attendees.
Frequently Asked Questions
Yes, like all other insurance policies you should review it at least annually to ensure it is meeting your goals and providing you with the maximum benefits for the cost. Surf City Financial Group provides this as a complimentary service.
Standard individual open enrollment is October 15th through January 31st every year, but is subject to change. Applications must be received by December 15th for a January 1st effective date. Outside of open enrollment certain qualified events may make you eligible to enroll in a new health plan. Contact us for additional information.
Your initial enrollment period (IEP) starts 3 months before your birthday and 3 months after (total of 7 months). Not everyone will elect to take Medicare Part B and/or Social Security benefits at age 65.
Want to speak to a Health Insurance Specialist and get a free insurance quote?