Financial Planning & Life Insurance in Malibu, CA
We specialize in helping California families find the right plans based on goals, priorities, and the role life insurance will play in their financial plan. From protection that lasts for a set amount of time (term life) or a lifetime (permanent life), we have a solution.
CONTACT US
CONTACT US
Call to set up a FREE Consultation.
Let’s get started.
Tell me a bit about yourself so I can match you with the right plans and coverage.
We offer different types of life insurance to protect the life you love.
Are you aware that life insurance is an essential component of your financial plan? I can assess your current situation, understand your goals, and recommend the most suitable life insurance to fit your needs.
Term life
Some policies have premiums that never increase1*
The most affordable
Can be converted to whole life with some policy features
Covers you for a set amount of time
Whole life
Can earn you dividends
Builds cash value that's guaranteed to grow over time, even in down markets
Lets you use your policy's cash value for anything, anytime**
Covers you for your entire life
Free Session
-
Identify and review goals
Review current financial situation
Discuss our philosophy
Permanent life insurance benefits include:
-
✺
Financial flexibility for emergencies and opportunities
-
✺
A cash accumulation that grows over time and can be used for anything
-
✺
A tax-advantaged way (via a cash accumulation) to help grow your wealth
Business Owners
Offering life insurance as part of a comprehensive benefits package can help to recruit and retain valuable employees and help them feel financially secure while contributing to the success of your business.
Proudly serving California and all its communities including Santa Barbra, Malibu, Ventura, Montecito, Orange County, Los Angeles, San Francisco, San Diego, San Bernardino, Bakersfield, Riverside, San Jose, Fresno, Palmdale, Palm Springs, Long Beach, Oakland and more.