Transmerica (Overview - 2.5 minutes length)

Pre-Recorded Zoom, Business Presentation Meeting, (35 minutes length)

  Own Your Future

   New Associate Membership Agreement, $100

Order online state study materials (all 50 states)

Zoom/ Conference Call Training Appointments

   Earn While You Continue To Learn

   The 221-page book on-line


               401(k) Calculator 

  (lump sum and/or monthly contributions)


   Financial Calculator

   Beginner Investor

Fixed Index Annuity

(Guaranteed Income for Life)

                    VOYA, Secure Index Annuity Opportunity

                    (Guaranteed Income for Life)

 Fixed Indexed Annuity

 (Guaranteed Income for Life) 

            401(k) In-Service Withdrawal List of Compaines

     Million Dollar Baby, Index Universal Life, IUL

      401(k) Alternative

      Executive Bonus Plan for Small Business Owners

                          About 7702(a) plan

                                      What is Takes to be the BEST...

                Training Your Brain to Win!

    Learning E-Mail Marketing

Contact Us

Office Hours

Our office is open during the following hours: 


Monday  - Thursday, 10:00am-7:00pm


Friday & Saturday, 10:00am-12:00(noon)


by appointment, only



"Friendly, Comfortable Zone"



Judith Wall McCaskill-Robinson

Principal Financial Coach

Business Coach

Personal Coach

Independent Insurance Broker, #0H33381

CoveredCA Agent

Strategic HR Manager


Realtor, DRE#02061023


341 S. Main Street

(Affinity Building)

Olde Towne Salinas, CA 93901

(Monterey County)


you can reach us at

(831) 444-5478, office/text

(831) 789-1717, fax


Call Judy Now!  


Ask a Quick Question!


Great Affordable Answers!

Bi-Weekly Seminar:





            Live:  Questions and Answers

                 " 7 Principles


      Your Salary Into Millions"


Dial-in:  from mobile or landline



Date:   Every Tuesday

             6:00pm-6:30pm PST or

             9:00pm-9:30pm EST


              Every Saturday 

             9:00am-9:30am PST or

             12:00(noon)-12:30pm EST




For:  Positive Lifestyle Changes



            ( E-Register for Details, Below )

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Learn how to book a seminar for your small group, family, church. or company!