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Dave Koppa, CLU, ChFC, LUTCF
Graduate of UCSB, 1978 – Business Economics
Began working as insurance agent in Santa Barbara area in 1978.
Established Cornerstone Insurance Services in 1992.
Main areas of involvement: Health, Life, Disability, LTC, Annuities and Medicare plans.
Emphasized Medicare Advantage plans over the past 5 years, and currently services over 350 clients with these type of programs in Santa Barbara county.
Topic: Medicare Advantage Plans – To Be or Not to Be?
Overview of what Medicare Advantage plans are, including benefit and cost structure
How these plans are offered on a local basis
Sales and marketing strategies
How health reform legislation affects them
What the future holds for these type plans
Rob SIMON
Born in Santa Barbara, CA, Rob attended Dos Pueblos HS, Santa Barbara CC, and University of Louisiana Lafayette. He is licensed in Life, Health, and Property and Casualty and has been associated with Cornerstone Insurance Services since 2009
Elisha Ruiz, office manager
Elisha is a Santa Barbara native with 20 years experience in customer service and office administration. She has been with Cornerstone Insurance Services for 12 years, assisting our clients with their administrative needs. She enjoys spending time her family, reading, and diy crafting.
Irene santillanes, medicare assistant
Irene joined our team, this year, in providing support to Dave Koppa with Medicare clients.
She has over 20 years of commercial banking experience providing support for client relationships involving real estate and commercial loans.
Irene was raised in our beautiful coastal city and enjoys time spent with her family, which includes four grandchildren. She enjoys walking along the beach, is a avid reader, crotchets caps for the Santa Barbara Cancer Center and volunteers at the Teddy Bear Cancer Foundation.