Steve Lee

Hello and thank you for visiting my Website.  I know there is a lot of information here, so please do not hesitate to call me should you have and questions! 

I started my career in the Insurance/Financial Industry in 1988.  Equitable Life was where I got my start and I completed a comprehensive 5 year training program that primarily focused on Investments, Life Insurance and Annuities.   I found that I had a passion for Employee Benefits and left The Equitable to start my own insurance agency in 1994. I am still licensee as a Registered Representative and hold Series 6 and 63 licensees.   In 1994 I founded Employer Concepts Insurance Services, Inc, which continues to be licensed and registered as a California Corporation.   

As my clients became eligible for Medicare I found that I was able to greatly simplify this process and help them get the coverage that best suited their needs.  For the last 10 years I have begun to switch my focus and devote most of my time to the Senior/Medicare market.  My Financial back ground and overall understanding of Social Security and Medicare have been very helpful to my clients.  I help from the beginning of the process to completion:  Enrolling in Part A, Part B and deciding which coverages best fit my client’s overall needs.  In 2022 I created Medicare Concepts to continue my support to those entering the Medicare/Social Security system.   

As I mentioned, there is a lot of information on my website.  I have been told that I have a very friendly voice and that I am a patient person.  I find that this is what people need when going through this sometimes confusing process.  I hope I hear from you, I can help!