We will quote the lowest prices from every carrier and check if you qualify for a subsidy to help pay your premium.

If you are looking for a Medicare Supplement Plan, we will quote you the lowest premiums from all major insurance companies.

Sun City Financial works with every major insurance company offering Medicare Advantage Plans.

Wealth Management and Insurance Planning

Sun City Financial is a Comprehensive Wealth Management firm coupled with a full-service life and health insurance agency. Sun City Financial Educational Services also provides financial education at colleges and libraries throughout Nevada. Our Las Vegas office is conveniently located in South Summerlin near Tropicana and the 215. If you need help with your Health, Medicare, Life insurance plan, or you have questions related to your retirement savings and investments, call us at (702) 551-4949. We promise to be helpful!

Life Insurance

When you buy life insurance, you protect what matters most!

We will maximize your life insurance benefits and find the absolute lowest premium.

Long-term Care

Protect your estate and loved-ones from the rising costs of care.

How will you fund your long-term care should the need arise?

Investments

Sun City Financial is a full-service Wealth Management firm.

From asset growth and protection, Sun City Financial takes a holistic approach to financial well-being.

Sun City Financial in the News

Sun City Financial is a frequent source for local news outlets. Our agents and Managing Partners have been featured on local television networks and other news outlets. It is an honor to be chosen to represent our industry.

Sun City Financial has been featured in:

  • KTNV - ABC - Channel 13

  • KSNV - NBC - Channel 3

  • Las Vegas Review Journal

Saving You Money

When it comes to your insurance needs, we look at every option available to be sure you are getting great value.

Policy Reviews

Our goal is for you to be a satisfied client for years to come. As a result, we continually monitor your needs.

Local Support

When you place your business with us, we will always be here for you. We will assist you if problems arise.

A Few Insurance & Financial Companies We Represent:

  • Aetna
  • Allianz
  • American General Life (AIG)
  • American Retirement Life
  • Anthem Blue Cross
  • Cigna
  • Forethought
  • Genworth
  • Health Plan of Nevada
  • Hometown Health
  • Humana
  • Mutual of Omaha
  • North American
  • Senior Dimensions
  • Sierra Health and Life (SHL)
  • Silverscript
  • Silver Summit
  • Surebridge
  • Washington National
  • UnitedHealthcare

The Sun City Financial Team

Calvin Bagley

Calvin Bagley

Managing Partner
Travis Jensen

Travis Jensen

Managing Partner
Steven Roeth

Steven Roeth

Director, Wealth Management
Kilee Kent

Kilee Kent

Account Executive
Vanja Sullivan

Vanja Sullivan

Key Accounts
Jeremy Weiser

Jeremy Weiser

Licensed Insurance Agent
Andrea Scott

Andrea Scott

Licensed Insurance Agent
Zach Venezia

Zach Venezia

Licensed Insurance Agent
Chuck Fusco

Chuck Fusco

Licensed Insurance Agent
Martina Castle

Martina Castle

Licensed Insurance Agent
Tiffani Robinson

Tiffani Robinson

Licensed Insurance Agent
Ximena Vinasco

Ximena Vinasco

Licensed Insurance Agent
Ken Garner

Ken Garner

Licensed Insurance Agent
Karissa Bagley

Karissa Bagley

Director of Operations
Debi Waldron

Debi Waldron

Administrative Assistant

© Copyright 2018 - Sun City Financial