Professional Credentials: Mary Rae Fouts, EA
Bringing 33 Years Of Professional Experience To Clients
Fire And Casualty Broker-Agent License
A California Fire and Casualty Broker-Agent License allows a person to act as either an agent or broker within the fire and casualty lines of insurance.
A Broker acts on behalf of and is compensated by an individual other than an insurance company, such as an insurance policy owner. An Agent is an appointed agent of an insurance company, acting on behalf of and receiving compensation from the insurance company.
Life And Disability Insurance Analyst License
Mary Rae Fouts, EA has earned the prestige of being one of the select few Life and Disability Insurance Analysts licensed by the California Department of Insurance. The California Life and Disability Insurance Analyst License provides for the interpretation of the rights of any party to an annuity, disability insurance, or life insurance contract. This provision specifically applies to a licensed individual such as Mary who receives compensation for these services from any person or source other an insurance company.
California law provides that a licensed Life and Disability Insurance Analyst can interpret the rights of any party to an annuity, disability insurance, or life insurance contract; provide advice on matters concerning such contracts; and charge a fee for such services.
Enrolled Agent License
An Enrolled Agent ("EA") is a federally authorized tax practitioner licensed by the United States Department of the Treasury. Enrolled Agents, who operate under the Department of the Treasury's Circular 230 regulations, work for and represent United States taxpayers.
As a federally licensed Enrolled Agent, Mary is authorized to prepare tax returns, provide tax advice, and represent taxpayers before all administrative levels of the Internal Revenue Service, state, and local taxing authorities in all 50 states and all United States territories.
Mary welcomes your call or email to discuss your concerns. Thanks for stopping by!
Life Agent License
A California Life Agent is an appointed agent of an insurance company, acting on behalf of and receiving compensation from the insurance company. A Life Agent is allowed to transact the following lines of insurance: life, annuity, disability, health, long term care, and workers' compensation.