Del Re, Insurance and Financial Services,
is focused on the needs of individuals. We offer access to the finest personal insurers available. We specialize in complex personal insurance portfolios and have solutions and expertise designed for the finest homes, greatest range for autos, specialized personal property (including jewelry, artwork, collectible, antiques, etc.), and watercraft (from personal to mega-yacht). Our available limits for property and personal liability coverage’s can meet almost any need.
Monica Del Re, President and founder of Del Re Insurance and Financial Services, Financial Solutions for Senior America, LLC, has been providing Insurance and Financial Services to residents of Arizona and several other states for nearly 29 years. She is a member of the National Association of Insurance and Financial Advisers (NAIFA), a member in excellent standing of the National Ethics Association (NEA), and Better Business Bureau (BBB). Her background in Sales and Services, Operations of Insurance and Financial Services and Leadership as an Agency Field Executive for a National Firm serving as a principal with a series 24, 6, and 63 securities licenses, Undergraduate Degree in Business and Public Administration, and Graduate Degree in Education, M.Ed., University of Arizona, Tucson, Arizona, demonstrates her dedication to knowledge and desire to promote an ethical and knowledgeable business environment. Her former career of 15 years Law Enforcement in Arizona and California and growing up in her family’s 60 year old Retail Business in Phoenix, Arizona, further promote her strong work ethic honesty and integrity and family values.
Monica holds Life, Health and Property and Casualty Insurance licenses in Arizona and various other states to serve the needs of all her clients, especially her senior retirees who reside in multiple seasonal homes. She is dedicated to serving the needs of individuals and business owners, specializing in Wealth Preservation and Distribution for Retirees and Pre-retirees. She engages in latest strategies in Estate Preservation Planning, reducing financial risk and lowering taxes, avoiding or reducing costs of probate and protecting clients’ assets from expensive nursing home expense and estate taxation, and offering solutions to clients’ needs for Guaranteed Lifetime Income.
Specific skills and knowledge in taxation of retirement income and assets. Special training and knowledge in IRA’s from National Leaders in the field.