We specialize in:
Social Security Maximization, Medicare Health Plans (Medicare Advantage and Medicare Supplement Insurance – Medigap), Long Term Care, Retirement Plans and a variety of Financial, Insurance and Business Services.

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SOCIAL SECURITY
When should I start Social Security?

Your situation is unique. When it comes to Social Security retirement benefits, your age, marital status, health and financial needs are all important considerations… READ MORE

MEDICARE HEALTH PLANS
What is the best plan for me?

There are many options to consider from health, choice of physician, drug formularies, medical / hospital networks (IPAs), Medigap vs Medicare Advantage plans… READ MORE

LONG TERM CARE
How much coverage do I need?

It depends on both your short and long term goals, assessment of current and future assets, risk analysis, self funding potential and most importantly the impact on your family…READ MORE

RETIREMENT PLANNING
Where do I start?
We begin with Risk Analysis to assess your financial picture and provide a road map to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement…START NOW

Your Name (required)

Your Email (required)

Subject

Your Message

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 5 minutes – 11 questions
to find out how you assess
financial risk in retirement

Click to get started

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Free Resources, Guides and Reports

New Generation Retirement Plan

New Generation Handbook

Social Security Guide


Social Security Free Report

Client Testimonials

Great Retirement Plan!

“Craig, Thanks so much for all of your help. Since meeting you, we feel so much better about the future and our retirement. It’s lifted a heavy load off of our shoulders. Much appreciated and warm regards”.

Gracie S.
Monarch Beach, CA 

 

Genuine Customer Service!

“Craig, I just wanted to let you know how helpful you were and how much I appreciate genuine customer service. Your personal touch really does make a difference!”

Rudy, V.
Mission Viejo, CA

Bulldog Manner!

“Craig, Thank you so much for all you’ve done for me! I am so grateful! I know you did everything you could in your bulldog manner which I truly, truly appreciate”.

Jean C.
Laguna Woods. CA

Quality Service!

“Craig, I really appreciate the quality and attention you give and I recommend you often. I’m also glad to know that you offer so many services. Keep up the good work!”

Vince T.
Dana Point, CA

Craig Colley
Founder / CEO

Craig founded Coliday in 1981 and is the CEO/Founder. Craig is a licensed Insurance Producer and certified  Social Security Advisor (Social Security OptimaxNSSA), AHIP Certified for Medicare Health Plans and former Marketing Director of a large USA based Banking, Financial and Insurance Company. He is a professional keynote speaker/presenter with expertise in Social Security, Medicare Health Plans and retirement planning. He is also a member of the Chamber of Commerce, President of his HOA (17yrs.), former Executive Marketing Chairman for the Boys & Girls Clubs of America, served on the Senior Citizen advisory board for the City of Laguna Niguel and currently the Advisory Board Chairman for Precious Timber Investments.
CA Lic. #0I48609

As certified Social Security experts and Licensed Medicare health plan representatives we can navigate, coordinate and maximize your benefit options to get the most out of your retirement years.

Additionally, we represent a variety of major carriers and offer free life insurance quotes (Term Life, Whole Life, Universal Life, Guaranteed Issue Life) along with Financial Solutions (Annuities and Long Term Care), Wealth Preservation and Retirement Planning.

For nearly four decades we have earned our clients trust by providing comprehensive coverage options and consultation for many of life’s most important decisions. Sit down with one of our professional advisors and find out for yourself what makes our company so different. At Coliday, Covering Life… Is Our Business through Social Security Maximization, Medicare Health Plans, Life Insurance, Retirement Plans and a variety of Financial and Business Services.

Calling this number above will direct you to a licensed sales  agent offering Medicare Advantage Plans, Medicare Supplement  Insurance Plans and Part D Prescription Drug Plans.

Life Insurance

Term Life

Meet your life insurance needs at an affordable price.

  • Death Benefit
  • Affordable Coverage
  • Convert Your Policy

Whole Life

Help meet your financial goals and protect your family’s future.

  • Death Benefit
  • Build Cash Value

Universal Life

Life Insurance through optional guarantees and flexible premiums.

  • Death Benefit
  • Flexible Premiums
  • Build Account Value

Guaranteed Issue Life

Help your loved ones pay for final expense costs.

  • Affordable Coverage
  • Guaranteed Acceptance
  • Death Benefit

Financial & Business Services

Annuities

Annuities can be a paramount way to save for retirement. Annuities may help your savings grow faster. Each type of annuity has advantages and drawbacks that you should consider carefully before deciding whether an annuity is right for you. Annuities can also provide guaranteed lifetime income.

Long Term Care

Long term care (LTC) can be expensive and costs generally continue to rise. To receive the quality of care you want in the setting of your choice, putting a plan in place early in life is essential. In order to match your needs and budget you may choose from traditional LTC insurance, life insurance with an LTC component, or some combination of both.

Alternative Financial Strategies

We personalize global alternative financial strategies that are tailored to the accumulation and protection of wealth.

  • Agricultural Hard Assets
  • Timber
  • Coconuts

Business Services

We offer a variety of  B2B & B2C business services.

  • Document and media backups & duplication
  • Complete line of web services
  • Computer backup cloud services
  • Memorial service presentation media & support
  • A/V rentals

Get Your Free Quote

Partial list of major carriers we represent

About Us
Since 1981 Coliday has been offering a variety of professional products and services
designed with you, your family and business in mind.

Each day more than 10,000 baby boomers are reaching retirement age. We have focused our attention and developed a new line of services, seminar/workshops and financial concepts to address the ever growing needs facing our aging population.
Our team of professional and certified licensed advisors are ready to help you navigate your way to a stable and worry free financial future.

We believe establishing TRUST relies heavily on your
personal attributes and your track record.

34 years in business

13,000 plus clients served nationwide

No ethics or compliance issues

No lawsuits or judgments

Debt free business

Our business continues to evolve by implementing the
latest industry advancements and technological developments.