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About

KC Independent Insurance Solutions, LLC is an insurance broker in San Jose, CA.

KC Independent Insurance Solutions, LLC Review Summary

The summary was generated by AI, based on reviews.

KC Independent Insurance Solutions, LLC provides personalized insurance services, offering a range of options to fit individual needs. Clients praise their knowledgeable and responsive team, citing excellent communication and tailored solutions.

Review Rating Chart

Google: 4.9/5

Yelp: 4.5/5

Facebook: 4.8/5

Better Business Bureau: A+

Healthgrades: 4.7/5

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Al Wong
Al Wong -Google user
3 months ago
My wife and I recently had the pleasure of meeting with Kai and his team and we cannot recommend their services highly enough! From start to finish, the experience was professional, insightful, and tailored to our unique financial goals. Kai took the time (closed to 10...Read More
Mary Bayliss
Mary Bayliss -Google user
2 months ago
My Husband and I have spoke with a few insurance agents and I simply was not understanding or trusting what they were saying in my GUT and not to mention the 50 pages or more documents we had to try and figure out they gave...Read More
Jennie
Jennie -Google user
2 months ago
I was always wary of annuities, finding insurance products overly complicated, until I discovered Kai and Ann's YouTube channel. Their educational and transparent content changed my perspective, prompting me to contact them. Kai dedicated significant time (around 10 hours) to thoroughly explain our options and...Read More
Eric Palana
Eric Palana -Google user
2 months ago
Kai and team are truly outstanding with their knowledge and their ability to educate me about Hybrid Pensions, they have literally made my retirement a lot easier. I can not thank Kai and team enough. If you want a stress free retirement contact them...Read More
Kin Fung
Kin Fung -Google user
3 months ago
I am 61 and have been seeking ways to diversify my accumulated wealth, allocating part of it to a source of guaranteed income beyond Social Security as I approach the distribution phase. Annuities had always seemed unappealing due to negative or misleading information, leading me...Read More
Susan Ferrozzo
Susan Ferrozzo -Google user
2 months ago
It has been a great experience and I feel so blessed to come upon this teams services and teachings on UTube. I have had many past disappointments in the IRA financial realm Time to educate myself. And they sure...Read More
Henry
Henry -Google user
5 months ago
It was a great experience talking to Jake and Jennifer. They know exactly what they are talking . I searched different annuity advisor and only this team is amazing . They really spend time with their client explaining and selecting the best product for your...Read More
G W
G W -Google user
4 months ago
I feel so blessed to have found KCIIS on YouTube. I have enjoyed their well written, informative, and enjoyable videos regarding annuities. This company definitely is about educating the consumer, not just pushing quickly for a contract. I have been working with Jen, who is...Read More
LINA FINTON
LINA FINTON -Google user
4 months ago
My husband and I had a great experience with Jake during our first consultation. It definitely was an eye opener. We appreciate the time and effort Jake put in to help us understand the best strategy to receive the highest payout in our retirement. Jake...Read More
Diane Salinas
Diane Salinas -Google user
5 months ago
My husband and I are ready to sign up for Medicare and Jake, from KCIIS, was very informative, thorough and unbiased describing the various plans available to us (supplement vs advantage) as well as what the costs would be. KCIIS has a series of YouTube...Read More
Karen Bail
Karen Bail -Google user
10 months ago
Kai was thorough in his explanations. Also very patient to go over content with me so that I felt confident before making such important financial annuity decisions. He took the time needed and provided all the appropriate information. The office staff is also very...Read More
Brad Reid
Brad Reid -Google user
2 months ago
Kai and his team will provide valuable information to anyone who is approaching senior-hood and facing important decisions regarding Social Security and Medicare. Take it from someone who was there!
M K
M K -Google user
6 months ago
Learning about a hybrid pension/contract from a life Insurance company has helped me to realize that all my money doesn't have to be in one product/bucket for a monthly income for life. If the contracts are laddered correctly, you can really get a monthly amount...Read More
Holly Garavel
Holly Garavel -Google user
7 months ago
Kai is an exemplary teacher and shares his knowledge effectively to make the topic of annuities and other financial retirement choices make sense! The time spent in our first session together helped to clarify all the information presented in their informative videos! I look forward...Read More
Elsa Ann Do
Elsa Ann Do -Google user
a year ago
Kai is very knowledgeable and patient. He took the time to explain to me about different annuities that would fit my situation. It’s rare to find someone knowledgeable as Kai. I also love his YouTube where his wife and him spent time to make very...Read More
Carlos Pagan
Carlos Pagan -Google user
4 months ago
Kai was very informative, taking the time to go over all the different types of annuities and patiently answering any questions I had regarding all the different options that best suited my situation.I appreciated the transparency and no pressure approach.
Nithya Venkatesan
Nithya Venkatesan -Google user
6 months ago
Both my spouse and I have been happy with our discussions with Kai and his team. We appreciate their transparency, openness to answer all of our questions and spending time to give us a thorough understanding of the FIA/hybrid pension products.
Keith Phoolsawat
Keith Phoolsawat -Google user
4 months ago
My first time applying for Medicare after retirement is very apprehensive but the agents at KCIS help me got through very easy and at ease. I highly recommend KCIS for anyone who are ready to apply for Medicare.
Tom Knapp
Tom Knapp -Google user
6 months ago
Kai and his team take the time to throughly understand your situation and your needs/purposes for an annuity, and teaching you to make sure you understand what the options there are and guide you towards what may be best for you. He proposed considerations we...Read More
Edith Burns-Bayliss
Edith Burns-Bayliss -Google user
2 months ago
Jake is really really informative kind and he knows the Business very well. Any questions we ask he’s on top of it and always transparent, honesty is the best policy and we really appreciate that.

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check icon Onsite services

Accessibility

check icon Wheelchair accessible entrance
check icon Wheelchair accessible parking lot

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