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TOP 30 Life insurance tax benefits in California
77 results found
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Burt Foon - State Farm Insurance Agent
Burt Foon - State Farm Insurance Agent is a reputable insurance agency located at 2801 Waterman Boulevard in Fairfield, California. With over 28 years of experience, Burt Foon and his team of long-time residents of Fairfield/Suisun Valley are dedicated to helping you make the right decisions for all your insurance needs. They prioritize your protection and well-being, offering personalized advice and solutions tailored to your individual circumstances. At Burt Foon - State Farm Insurance Agent, they understand the importance of responsible driving and education. They provide valuable tips on avoiding the dangers of drinking and driving, as well as guidance for adults looking to further their education while balancing work and family commitments.
Terry Nguyen - State Farm Insurance Agent
Terry Nguyen - State Farm Insurance Agent is located at 1120 2nd Street in Brentwood, California, United States. As an insurance agency, we offer joint universal life insurance that can cover two people with an income tax-free death benefit paid to beneficiaries. We also provide information on investing basics to help you grow your money and prepare for retirement. Additionally, we offer tips on DIY auto maintenance to combat rising repair costs. Our mission is to help individuals manage risks, recover from the unexpected, and achieve their dreams. Please refrain from sharing sensitive personal information on our website. For assistance with accessibility, please call (925) 513-1200. Life Insurance and annuities are issued by State Farm Life Insurance Company, with some limitations in certain states. State Farm VP Management Corp. is a separate entity that offers banking and insurance products, with risks involved in investing. Our agents do not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
Hope Stitt - State Farm Insurance Agent
Hope Stitt - State Farm Insurance Agent is an insurance agency located at 5301 Office Park Drive in Bakersfield, California. Our mission is to bring value to your insurance experience by providing competitive Workers Compensation and Business Liability Insurance. We offer a money market savings account with higher interest rates and checking benefits. Our team is committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. We provide remarkable customer service and a variety of insurance products and services to the Bakersfield community. If you have any questions or need assistance, please call us at (661) 835-8960. Remember to protect your sensitive personal information and consult a tax or legal advisor for personalized advice.
Skyline Benefit
Skyline Benefit is a health insurance agency located at 1301 West Valencia Drive in Fullerton, California. We offer health insurance solutions for individuals and businesses, specializing in Medicare, individual, and business health insurance options. As an independent agency, we work with trusted insurance partners to provide a wide variety of insurance options and price points. We are a certified insurance agency with Covered California and HealthCare.Gov, offering premium discounts and tax credits for qualifying individuals and businesses. With 10,000 baby boomers turning 65 every day, we understand the complexities of Medicare and are here to help navigate your options.
Stanley L. Compton Insurance Services, Inc.
Stanley L. Compton Insurance Services, Inc. is a leading finance and insurance agency located in Los Angeles, California, United States. With over 50 years of financial expertise, we pride ourselves on providing world-class insurance and financial solutions for individuals and business owners. Whether you are in need of term or permanent life insurance, we offer tailored solutions to meet your specific needs. Our specialties include key person insurance, financed life insurance, and tax deductible life insurance for high incomes.
Heather Vina - State Farm Insurance Agent
Heather Vina - State Farm Insurance Agent is a trusted insurance agency located at 1631 Sutter Road in McKinleyville, California. Serving the insurance needs of Humboldt County, Heather Vina offers free auto and life insurance quotes to individuals and families in McKinleyville, Arcata, Eureka, and Trinidad. With a focus on providing personalized insurance solutions, the office also offers free insurance consultations to ensure clients receive the coverage they need. Heather Vina is actively involved in the local community, supporting initiatives like Business Watch and Neighborhood Watch. The office also provides notary services for document authentication. Additionally, clients can benefit from valuable resources on topics such as jet ski safety, rural road driving, and understanding car insurance deductibles.
Pronoeo Insurance Agency
Pronoeo Insurance Agency, located at 1180 Yulupa Avenue in Santa Rosa, California, is a health and insurance agency dedicated to helping individuals and businesses navigate the complex world of insurance. If you have been affected by the fires in Northern CA, Pronoeo Insurance Agency can assist you in applying for a grant through FEMA for disaster relief. Grants are not loans and do not need to be repaid, providing immediate assistance for your needs. Services offered by Pronoeo Insurance Agency include business liability, property, workers comp, E&O insurance, key person insurance, buy/sell agreement funding, and employee benefits. They also provide supplemental Medicare, annuities, and long-term care insurance.
Insurance Center Helpline (Health, Dental, Medicare Supplements, Employee Benefits)
Insurance Center Helpline is a reputable insurance agency located in the heart of San Francisco, California. Specializing in health, dental, Medicare supplements, and employee benefits, our dedicated team is committed to helping individuals, families, and small businesses find the perfect insurance coverage at affordable rates. At our institution, we offer a wide range of services, including comparing medical insurance plans, providing employee benefits for small businesses, and explaining the complexities of Medicare in a unique and entertaining way through our published book available on Amazon.
Bay Area Health Insurance Marketing
Bay Area Health Insurance Marketing is an insurance agency located at 2882 Sand Hill Road, Menlo Park, California. We specialize in helping individuals and businesses find the best benefits plan through Covered California for Small Business. Our team is experienced with over 35 years in the industry and can navigate the complex insurance landscapes to provide informed advice. We offer personalized and customer-centric service, ensuring that you receive the support you need every step of the way, from selecting your plan to resolving claims. Our independent agents are not tied to one insurance provider, allowing us to offer impartial advice and suggest the best policies from different insurers. Whether you need employee benefits, Medicare, or health insurance for freelancers and self-employed individuals in California, we can meet all of your insurance needs under one roof. We believe in the power of personalized benefits to create a happier, healthier, and more productive workplace.
Promise Life Insurance
Promise Life Insurance is a reputable insurance agency located at 38 Keyes Avenue in San Francisco, California, United States. We specialize in providing life insurance policies that offer peace of mind and financial security for our clients and their loved ones. Our experienced agents are dedicated to helping individuals and families find the right coverage to meet their needs and budget. At Promise Life Insurance, we are committed to delivering exceptional service and support to our customers, ensuring they have the protection they need for the future. Contact us today to learn more about our insurance options and how we can help you plan for tomorrow.
Kathy Bernardez - State Farm Insurance Agent
Kathy Bernardez - State Farm Insurance Agent, located at 837 Arnold Drive in Martinez, California, is a dedicated insurance agency offering a wide range of coverage options including Auto, Home, Life, Health, and Business Insurance. With a focus on customer service and ensuring our clients are adequately protected, we strive to help our customers understand the benefits of insurance and achieve their financial goals. Our office is committed to providing exceptional service and personalized attention to each and every customer. We understand the unique risks of rural road driving and offer tips to help drivers stay safe while sharing the road with farm vehicles. Our car depreciation calculator tool helps customers determine the value of their vehicles over time. For those dealing with bird or geese nuisances in their yard, we provide deterrent tips to keep unwanted fowl away.
Roger Fernando - State Farm Insurance Agent
Roger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.
Godinez Financial and Insurance Services
Godinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
Favorable Insurance CA
Favorable Insurance CA is a health insurance agency located at 5542 Monterey Street in San Jose, California. With an additional office at 6134 Camino Verde Drive, Suite E, we are dedicated to providing affordable and comprehensive insurance plans for individuals, families, and groups. Our vision plans start as low as $9 per month when bundled with other benefits, making it easy for you to find the coverage that fits your needs. Shopping for health insurance can be overwhelming, but our team at Favorable Insurance CA is here to simplify the process for you. Visit our web page hosted by Keith D Bishop at HealthMarkets to get a free quote and access valuable health-related information. If you are interested in individual, family, or group health insurance, simply contact us with your phone number, address, total number of people on your tax return, their ages, and whether they need insurance. Let Favorable Insurance CA prioritize your family's health and well-being.
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.
Praetorian Financial and Insurance Services Inc.
Praetorian Financial and Insurance Services Inc. is an insurance agency located at 369 Main Street in Salinas, California. They offer customized insurance plans to meet both personal and business needs. Specializing in life insurance, they provide solutions to protect families, assets, and estates, with optional riders available for accelerated death benefits in case of illness, injury, or disability. For business owners and self-employed individuals, Praetorian Financial and Insurance Services Inc. offers strategies to reduce taxes and create employee benefit packages. They also provide Long Term Care options to cover the costs of nursing facilities or in-home care, easing the burden on loved ones.
Central Tax Services
Central Tax Services, located at 1305 North H Street in Lompoc, California, is a trusted institution specializing in accounting, finance, and insurance services. With a focus on providing comprehensive tax preparation and planning services for both businesses and individuals, Central Tax Services ensures that all tax obligations are met accurately and on time. For businesses, their Business Tax Preparation service covers everything from income to employment taxes, guaranteeing compliance with all tax laws and regulations. Individuals can benefit from their Individual Tax Preparation service, which is designed to maximize deductions and credits for a higher return.
Skyline Benefit
Skyline Benefit is an independent health insurance agency located at 28625 South Western Avenue, Rancho Palos Verdes, California, United States. We specialize in providing innovative and flexible health insurance solutions for individuals and businesses. With our knowledge and trusted insurance partners, we represent major insurance companies offering a wide variety of Medicare, individual, and business health insurance options at different price points. As a certified insurance agency with Covered California and HealthCare.Gov, we can help you qualify for premium discounts or tax credits for your business. With 10,000 baby boomers turning 65 every day, we understand the complexity of Medicare and can assist you in navigating through the different parts and insurance options available.
Bristol Bay Insurance & Income Tax Services
Bristol Bay Insurance & Income Tax Services is a trusted institution located at 20725 South Western Avenue in Torrance, California, United States. Specializing in accounting, finance, and insurance services, we are dedicated to helping you secure a future with healthy wealth management and protection for your loved ones. Our experienced team offers a variety of services to protect your greatest assets, including affordable auto insurance, income tax assistance, commercial insurance, homeowners and renters insurance, commercial auto insurance, and more. With over 30 years of experience, we ensure that you receive the biggest and fastest returns allowed by the I.R.S. Our goal is to provide you with the best insurance policies and investment options to safeguard those who depend on you. Additionally, we offer notary services, assistance with automobile registrations and transfers, DACA renewals, and ITIN applications and renewals.
Chasmar Insurance Services
Chasmar Insurance Services is a premier insurance agency located at 4057 Vía Pavion, Palos Verdes Estates, California. We specialize in helping individuals, families, and small businesses find the perfect insurance plan to meet their needs. With a wide range of options both on and off the exchange, we guarantee that we can find a plan that is right for you. Our experienced team has been working with small businesses for decades, offering tailored programs to suit their unique employee base. Whether you are looking for original Medicare with a supplement or a Medicare Advantage plan, we have the resources to find the perfect plan for you.
George Carpenter Agency - Insurance Brokers
George Carpenter Agency - Insurance Brokers is a health and insurance agency located at 4105 Via Marina in Marina del Rey, California, United States. We specialize in preparing and protecting individuals and businesses for the unknown. Our services include the safest cash value Life investment, Health, Business, Workers Comp, Business & Personal Property, Fire, Earthquake, Flood, Auto, Commercial or Personal Umbrella, and any specialty insurance. At George Carpenter Agency, we understand that everyone has different insurance needs. That's why we offer personalized assessments for both businesses and individuals to help protect their family, assets, and properties. Our Index Universal Life cash flow Policy is a great investment option for those under age 50, their children, or grandchildren, providing tax-free benefits and steady cash growth.
Baypoint Insurance Services
Baypoint Insurance Services is a leading insurance agency located at 17875 Von Karman Avenue in Irvine, California. With a focus on employee health and welfare benefits, our team works closely with clients' trusted partners to provide comprehensive insurance solutions. Since 2008, we have been serving clients nationwide, specializing in life and health insurance, succession planning, asset protection, and tax planning. Our founder, Bijan Noori, is dedicated to helping clients secure their financial future. Whether you're looking for group benefits or individual coverage, Baypoint Insurance Services is here to provide innovative and personalized solutions. Contact us today to learn more about how we can help protect your assets and ensure peace of mind for you and your loved ones."
FCA Insurance Services Inc CA-License# OE86550
FCA Insurance Services Inc CA-License# OE86550 is a finance and insurance agency located at 4132 Katella Avenue in Los Alamitos, California. We specialize in Living Benefits, helping our clients save money today to secure their financial future. With America's debt reaching $34 trillion, it's crucial to plan ahead to avoid financial pitfalls. We offer protection for your most valuable assets, including your mortgage and income. Our services also include college planning, will preparation, and business preservation strategies. Did you know that 60% of bankruptcies in the U.S. are due to uncovered medical expenses? Our Living Benefits allow policyholders to access funds from their life insurance in case of critical, chronic, or terminal illness, bridging the gap left by health insurance. Our mission is to educate and empower clients to protect themselves from financial disaster. With locations in California, Hawaii, and Connecticut, we provide fixed annuity and life insurance products to U.S. residents. Please note that the information on this website is for informational purposes only and is not intended as tax or legal advice. Contact us today to learn more about how we can help secure your financial future.
Insurance Solutions By Aspire
Insurance Solutions By Aspire is a health insurance agency located at 28364 Vincent Moraga Drive in Temecula, California. Our dedicated team assists clients in finding the best insurance plans to meet their personal health needs. We help with applying for approval from carriers and determining eligibility for subsidies discounts under Covered California plans. At Insurance Solutions, we review plans annually during enrollment periods and discuss any changes or deadlines. For small group employers, we offer assistance in setting up comprehensive benefits packages including medical, dental, life, vision, LTD, and STD coverage. We also educate employers on tax savings programs to lower costs while providing quality benefits to employees.
Unity Tax & Insurance Services
Unity Tax & Insurance Services is a trusted institution located at 325 South D Street in Perris, California, United States. Specializing in accounting, finance, health, and insurance services, our knowledgeable tax preparers ensure that you receive the best quality returns that maximize your refunds. With loyal clients generation after generation, we pride ourselves on being devoted and dependable, providing support year-round for any concerns or issues that may arise. Led by Alma and supported by a team of dedicated professionals, including Rebeca with over 30 years of experience in taxes, immigration, and notary services, and Mariana with over 20 years of expertise in income tax preparation, we are committed to serving our community with integrity. Claudia, a licensed tax preparer for over 10 years, ensures that clients receive the best expertise and full amount in their returns.
Joe Santos - State Farm Insurance Agent
Joe Santos - State Farm Insurance Agent is an insurance agency located at 9845 Erma Road, San Diego, California, United States. Our mission is to serve the community by offering personal and business insurance products tailored to individual needs. We provide a money market savings account with checking benefits and higher interest rates. We also offer tips for safe rural road driving and information on lead-based paint in older homes. For your protection, please avoid sharing sensitive personal information on our website. If you have difficulty accessing our site, please call (858) 653-5240. We distribute securities through State Farm VP Management Corp. and offer life insurance and annuities through State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. We also provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for third-party content or products. Please consult a tax or legal advisor for personalized advice.
George Garcia Insurance
George Garcia Insurance is an insurance agency located at 2435 Ventura Boulevard in Camarillo, California. Specializing in medicare supplement plans, also known as medigap, we help fill the gap left by Medicare's coverage. Our team at Benefit Navigators can assist you in enrolling in a Medicare Advantage Plan, which may be free or low cost with no deductibles or copays. We are proud to be Certified with Covered California and can help you find the right plan for your needs, including applying for federal tax credits. With our expertise, we have helped clients secure health insurance for as little as $1 per month.
Hong Chiang Insurance
Hong Chiang Insurance, located at 1735 South Brookhurst Street in Anaheim, California, is a trusted insurance agency offering a wide range of personal insurance products. From home insurance to life insurance, auto insurance to business insurance, Hong Chiang Financial Services has you covered. With a focus on low costs and proper benefit structures, their team of experienced professionals can help you make informed decisions about your insurance needs. They work with major insurance companies to provide the best coverage options for their clients. In addition to insurance services, Hong Chiang Financial Services also offers tax planning and bookkeeping services. Contact them today for a no-cost consultation with a licensed insurance professional.
Sam Limones - State Farm Insurance Agent
Sam Limones - State Farm Insurance Agent is an insurance agency located at 6590 Alhambra Avenue in Martinez, California. During Life Insurance Awareness Month, they offer comprehensive conversations to ensure you have the right policy to protect your family. They provide tips to avoid the dangers of drunk driving and walk you through PMI basics for mortgage insurance. It is important to have a business succession plan in place before the time of death to benefit surviving owners and heirs. For your protection, avoid including sensitive personal information when contacting them. If you are having difficulty with their website, please call (925) 944-9316. They offer life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. They also offer credit cards issued by U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from the banking and insurance products provided by State Farm. They do not provide tax or legal advice and recommend consulting a professional for advice regarding personal circumstances.
New York Life Insurance Co. / Denison Financial and Insurance Services
New York Life Insurance Co. / Denison Financial and Insurance Services is a reputable insurance agency located at 150 North Wiget Lane in Walnut Creek, California. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Co. / Denison Financial and Insurance Services is committed to helping you secure your financial future.
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