Amy Jeffers, Licensed Professional
LYFEcycle, Life Transition Specialist
Amy Jeffers
San Diego, CA US
Professional Details
For almost a decade, I have been personally developing my passion for helping families and businesses navigate life’s most important transitions. With the support of my family and friends, I’m now proud to hold multiple licenses and certifications.
I help you identify goals and waypoints that can have significant impact on your quality of life as we work together to paint the fullest retirement landscape and navigate toward your best future.
My specialized areas include:
• Social Security optimization strategies (nationwide)
• Life and health insurance planning (California)
• Real estate transitions for life changes (California)
• Senior living and assisted care guidance
Through my professional network of licensed specialists and referral partners spanning multiple states, we can help you achieve your individual goals no matter where you are located.
I’m excited to connect with you when you find yourself looking toward the future and want to be better prepared and well-informed for the journey ahead. I would love to help you navigate what lies ahead. Together we can achieve so much!
Each consultation is confidential and tailored to achieve your individual goals and results.
California Licenses & Certifications:
• Real Estate License (DRE #02221289) – Keller Williams San Diego Metro, CalDRE #01295699• Life & Health Insurance License (DOI #4418945)• RCFE Administrator Certification (#7008472740)
National Certifications:
• Registered Social Security Analyst (RSSA®) (ID #8879)
Areas of Expertise
- Compliance Specialist
- Insurance Agent
- Other
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
I found myself nearing 65 yrs old and I was totally clueless on Medicare. A very dear friend of mine for many years told me how helpful Amy was for him. Amy was able to explain everything about Medicare & lead me in the right direction for me with Medicare.
She was very knowledgeable & always willing to explain if I didn’t understand. Amy is very patient & generous with her time. I had a great experience with Amy and I’m sure that she can help anyone figure what’s best for them, Thank you again Amy!