Who We Are
Expert Financial Guidance
We have over 50 years of experience in the Insurance industry.
Comprehensive Insurance Solutions
"We can handle all of your business and family insurance needs".
Secure Your Financial Future
We offer a free 30-minute Financial Needs Analysis.
About Us
David Lappots, CSI
David is a 15 year Commercial Insurance Specialist; BOP, General Liability, Builders Risk, Trades and more.
Bert Robinson Jr., LUTCF
Bert focuses on educating his clients on all aspects of personal lines and business insurance.
Catherine Yap, B.S, MIS.
Catherine is our lead marketing and customer relations associate. She has 10 years of experience in Agency Management Systems
Masako Mai, Advisor
Masako Specializes in Life and Retirement products with emphasis on families and establishing wealth with innovative services such as premium financing.
Our Services
Financial Planning
EISG provides Its customers with a complete financial needs analysis that can set the foundation for a financial success plan.
Life Coverage
Having the Life Insurance for your family, business and assets can provide the protection you need for all unforeseen emergencies and events, like death, college savings, buy sell agreements, key man insurance and retirement.
Retirement Funds
Having a preretirement plan that supplements your contribution plan benefit from your employer. A defined benefit plan like a 403b, 401k , IRA or SEP, can be of value to purchase a home, pay college tuition and gives you peace of mind and access to savings when needed.
Business Shield
EISG has multiple commercial Insurance carriers that provide general liability, workman's compensation, cyber insurance, building and products, that protect your business from risk that are and can be common for your specific industry.
Personal Insurance
Your personal auto and home can be the most important, You will enjoy being able to select your carrier from a list of top tier A rated carriers that provide the best coverage options and best friendly claims process.
FAQs
Find quick answers to common questions.
Start Your Financial Growth Today
Our Financial Expertise
Financial Needs Analysis
Discover comprehensive financial solutions tailored for individuals and businesses.
Upcoming Events
Stay updated with our latest seminars, webinars, and financial workshops. Education & Nonprofit, May 27th and June 6th, 2026. 10:00 am. at our offices. Please RSVP below.
Client Success Stories
Hear from our satisfied clients about how we've helped them achieve financial success. See our special online newsletter and testimonials.
Special Offers
Make the most of our exclusive financial consultations and limited-time offers.
Latest News
We're expanding! Discover what’s new at Educated Insurance Solutions Group. We are now a First Choice Broker. we added over 15 more carriers to serve your needs.
FAQs for Clients
Find answers to common questions about our financial consulting services.
Our Key Highlights
Finance Workshops
Join us at our financial success, retirement workshops online each 21s at our office.
Holiday Deals
Over the Memorial Day weekend, we will be honoring the fallen and veterans with a raffle for completing a veteran's survey for financial needs analyst tailored to the veterans needs. Enter raffle below.
Company Updates
Catherine Yap joins EISG. As a former associate Cathy brings 9 years of experience to our Marketing and Customer Relations department.
FAQs
Find answers to common questions.