Our Story

Paul Sheldon has resided in Bakersfield since 1957. He graduated from Cal State University, Bakersfield with a B.A. and teaching credential in Spanish.

Paul holds post-graduate degrees as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College, Bryn Mawr, Pennsylvania.

Paul began his insurance career at Walter Mortensen Insurance (Bakersfield) in 1984, and started his own agency in 1986, which he continues to own and manage today. His agency specializes in Medicare planning, life insurance, long-term care insurance, dental insurance, vision insurance, first diagnosis cancer plans and group health plans.

Paul is a past president of the Rotary Club of Bakersfield (aka the “Downtown Club”), and a past board chairman of the Salvation Army of Bakersfield.

His hobbies include playing piano and bass guitar. Paul is also a certified Okinawan 4th-degree black belt.

Paul is married to Nesi (pronounced “Neesee”), his wife of 42 years, and is the father of three sons: Drew, Derek and Taylor Sheldon.

Paul is blessed to have Christine Humes, Lynn Smith, Kelli Van Horn and Nezli Williamson —his hard-working, indispensable assistants.

Our Agency Has Enjoyed 38 Years of Success

80+

collective years of experience

8 years

#1 Medicare supplement producer in the nation

9,000+

trusted clients

My indispensable assistants and I comprise a team that is second-to-none. Why? Because we all understand that, since there are no “tires to kick” with insurance, our clients are only purchasing our service, not a product—nothing more, nothing less.

And, we understand that our clients will not be satisfied unless they experience the degree of service that they expect and deserve, without which they will seek another source for a Medicare supplement and drug plan. We are passionate about establishing an enduring lifetime relationship with all our clients. We are not here to hide from our clients when they call us with a question or issue. We refuse to be “out-of-sight, out-of-mind” with our clients. About 95% of the time you call our office, you will get a live voice. But in the rare instance that you leave a voice mail, we will return your call promptly. We refuse to bite any hands that feed us.

We are family. We work closely together, laugh together (a lot) and we collaborate to solve challenging issues that confront our clients. If one of our team members needs help, the rest of us are there to provide immediate assistance. We know each other well. Collectively, we have 80 years of experience as licensed insurance agents—enough knowledge and wisdom to make your confusion about Medicare vanish. With over 9,000 clients, we have become experts in knowing how to compose the most appropriate, affordable plan for you, based on your specific situation.