Learn more about other Financial Products and Services available to
Western Healthcare Federal Credit Union members through
San Francisco Bay Area Agency, LLC.
Samantha Sagers-Davenport
Financial Services Professional
Samantha Sagers-Davenport of San Francisco Bay Area Agency, LLC provides access to an array of investment, annuity, and insurance
related products and services. She will discuss your financial goals and work with you to build a financial strategy to help
make your goals a reality. Your strategy may utilize mutual funds, annuities, life insurance, disability income insurance or
long term care insurance.
Products & Services
Financial Products & Strategies
Life and Disability Income Insurance
Retirement Income Needs
Budgeting and Cash Flow Study
Retirement Products & Strategies
Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities
Retirement Needs Analysis
Tailored Retirement Programs
Long Term Care Insurance
Tuition Funding Programs
College Costs Analysis
Insurance and Investments
Investment Products
Mutual Funds
Unit Investment Trusts
Variable Annuities
Estate Planning
Tax Reduction Strategies
Charitable Giving
Hypothetical Probate Needs Analysis
Business Continuation Strategies
Funding Option Analysis
Buy - Sell Strategies
Family Business Succession
Key Person Insurance
Executive Fringe Benefits
Executive Bonus Plans
Split Dollar Insurance
Deferred Compensation Funding
Salary Continuation Plans
Non-Qualified Executive Fringe Benefits
Employee Benefit Program
Life and Disability Income Insurance
Pension, Profit Sharing, and 401k Plans
Payroll Deduction Plans
SIMPLE IRAs
Non-Qualified Retirement Programs
Not all products and services offered through MassMutual.
Samantha's Biography
Samantha Sagers-Davenport
Financial Services Professional
Through trusted, long term relationships, we help families, individuals and business owners develop a strategy for their
financial future. By taking a holistic approach to financial services, we help our clients develop a sound, comfortable road map
to their financial destinations. Specific areas of focus and expertise include: Protection Products, Tax Reduction Strategies,
Retirement, Estate Planning, Education Tuition Products, Investments and Asset Allocation, Business Succession Strategies, 401(k)
and Pension Products, and Benefits Design.
Samantha is a graduate of California State University Hayward, where she obtained her Bachelor's Degree in Business
Administration with an emphasis in Finance and Real Estate Management. Samantha's goal in the finance and insurance industry is
to help clients achieve their financial goals by helping them make logical, responsible, and well educated decisions. Her focus
will be on investment and retirement strategies, insurance protection, and strategic business planning.
In addition to holding a California Life Insurance License, Samantha is a Registered Representative of MML Investors Services,
Inc. allowing her to offer a wide spectrum of financial services.
Samantha has been a resident of the bay area all of her life and currently resides in the city of Brentwood with her husband,
Michael. Samantha enjoys spending her spare time with her husband and their four dogs on weekend outings and day trips.
Licensing
Samantha Sagers-Davenport is Licensed to sell Insurance in the following states: CA, AZ, OR
Samantha Sagers-Davenport is Licensed to sell securities in following states: CA, NC, OR
She cannot communicate with nor respond to inquiries from users who reside in jurisdictions where he is not licensed to conduct
insurance or securities business.
CA Insurance License #0E57325
AZ Insurance License #939588
OR Insurance License #694078
Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal
attorney legal or tax counsel on specific legal and tax matters.
Samantha Sagers-Davenport is a registered representative of and offers securities and investment advisory services through MML
Investors Services, Inc., member SIPC www.sipc.com. Supervisory
office: 2121 N. California Blvd., Ste 395, Walnut Creek, CA 94596 (925) 979-2300. Insurance offered through Massachusetts
Mutual Life Insurance Company (MassMutual) and other fine companies. San Francisco Bay Area Agency, LLC and Western Healthcare
Federal Credit Union are not subsidiaries or affiliates of MML Investors Services, Inc or MassMutual.
