TOP 10 Tailored income protection plans in California
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Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 1550 Noriega Street in San Francisco, California. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals looking to achieve family protection, wealth accumulation, and tax-efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the team helps clients navigate the uncertainties of retirement planning in an era of increased life expectancy and economic volatility. Whether you are nearing retirement or in the wealth accumulation stage of life, the institution provides guidance on converting savings into retirement income and utilizing financial tools for building and growing nest eggs. With a focus on comprehensive consulting services and a friendly, experienced team, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth aims to be your lifelong partner in financial security. The institution is also affiliated with Covered California and offers services related to health benefits and insurance. Visit their website for more information and to explore their offerings.
1550 Noriega St Suite 100, San Francisco, CA 94122, United States -
Globe Life American Income Division: Furer Organization
● ClosedThe Globe Life American Income Division: Furer Organization is an insurance agency located at 7220 Trade Street in San Diego, California, United States. Specializing in providing insurance products and services, our team of experienced professionals are dedicated to helping individuals and families protect their finances and secure their futures. With a commitment to personalized service and tailored solutions, we strive to meet the unique needs of each client. Contact us today to learn more about our comprehensive insurance offerings and how we can help you plan for the unexpected.
7220 Trade St Suite 254, San Diego, CA 92121, United States -
Cal Cap Planning Inc
● ClosedCal Cap Planning Inc is a finance institution located at 22634 2nd Street in Hayward, California, United States. With a team of experienced financial planners, Cal Cap Planning Inc offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or secure your financial well-being, Cal Cap Planning Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
22634 2nd St #200, Hayward, CA 94541, United States -
Wealth Protection Partners, Inc.
● ClosedWealth Protection Partners, Inc. is a trusted accounting and finance institution located at 43537 Ridge Park Drive in Temecula, California, United States. With a focus on safeguarding and growing your wealth, our team of experienced professionals offers personalized financial strategies and solutions to help you achieve your financial goals. Whether you are looking for tax planning, investment management, or retirement planning services, Wealth Protection Partners, Inc. is dedicated to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help protect and enhance your financial future.
43537 Ridge Park Dr, Temecula, CA 92590, United States -
Peak Financial Planning
● ClosedPeak Financial Planning, located at 21201 Victory Boulevard in Los Angeles, California, is a finance institution dedicated to helping individuals navigate the complexities of retirement planning. Their team of independent, fee-only, fiduciary financial planners are committed to empowering and educating their clients to achieve financial security and peace of mind. With a focus on providing value beyond the fees paid, Peak Financial Planning offers services such as retirement, tax, and income planning, as well as tax-efficient investment management. Their unique approach to financial planning begins with a comprehensive assessment of each client's individual needs and goals, ensuring that all recommendations are tailored to their specific financial situation. Whether you are looking to protect your wealth, increase your retirement income, or simply gain a better understanding of your financial health, Peak Financial Planning is dedicated to helping you make informed decisions and secure your financial future. Schedule a free consultation with their team to see if they might be the right financial partner for you.
21201 Victory Blvd, Canoga Park, CA 91303, United States -
Lisa Elkins-Reuter - State Farm Insurance Agent
● ClosedLisa Elkins-Reuter - State Farm Insurance Agent is an insurance agency located at 705 Mission Avenue in San Rafael, California. Serving the communities north of Larkspur and northeast of San Anselmo, they provide a wide range of insurance services including auto insurance, home insurance, life insurance, income replacement insurance, small business insurance, and even pet insurance. With a strong emphasis on getting to know each customer's unique story, Lisa Elkins-Reuter and her team strive to provide personalized coverage and plans tailored to individual needs. As a bilingual small business owner with 28 years of experience with State Farm, Lisa is dedicated to bringing positive change to her customers and community by offering insurance and financial products, as well as strategies to protect what they own and who they love.
705 Mission Ave, San Rafael, CA 94901, United States -
Broad Spectrum Insurance Services
● ClosedBroad Spectrum Insurance Services, located at 1000 Brannan Street in San Francisco, California, is a top-rated insurance agency offering a wide range of insurance products for both personal and commercial needs. With a strong network of the world's highest rated insurance companies, our skilled associates are able to exceed the expectations of our clients. Our personal insurance products provide protection for homes, automobiles, personal possessions, and personal liability coverages. For business owners, we offer comprehensive business insurance solutions tailored to meet your specific needs.
1000 Brannan St # 203, San Francisco, CA 94103, United States -
James K Mason Insurance Services LLC
● ClosedJames K Mason Insurance Services LLC is a reputable insurance agency located in San Mateo, California. Specializing in commercial insurance for small businesses with less than 150 employees, we offer a wide range of insurance options including General Liability, Auto, Property, Workers Compensation, Cyber, Umbrella, Employment Practices, Bonds, Professional Liability, Equipment Breakdown, and Inland Marine. Our agency serves as a one-stop shop for all your commercial insurance needs, providing personalized solutions tailored to your specific industry. We have extensive experience working with real estate income properties, auto repair shops, wholesale food distributors, and more.
300 San Mateo Dr # 1, San Mateo, CA 94401, United States -
Broad Spectrum Insurance Services
● ClosedBroad Spectrum Insurance Services, located at 1544 Eureka Road in Roseville, California, is a top-tier insurance agency offering a wide range of insurance products for both personal and commercial needs. With a strong network of the world's highest rated insurance companies, our skilled associates go above and beyond to meet the needs and expectations of our clients. Our personal insurance products include coverage for homes, automobiles, personal possessions, and personal liability. For business owners, we offer comprehensive insurance solutions tailored to your specific business needs, giving you the confidence that your company is well-protected.
1544 Eureka Rd Suite 135, Roseville, CA 95661, United States -
Joey Montgomery - State Farm Insurance Agent
● ClosedJoey Montgomery - State Farm Insurance Agent is a trusted insurance agency located at 1370 North Brea Boulevard in Fullerton, California. Joey Montgomery and his team provide personalized coverage plans to protect what matters most to you, whether it's your family, belongings, or financial well-being. They offer a range of options including safe driving rewards, bundling discounts, and various coverage plans tailored to your needs. At Joey Montgomery - State Farm Insurance Agent, you can find auto insurance that fits your needs, with options such as collision, comprehensive, rental, and rideshare coverage. They are the largest auto insurance provider in the U.S., offering discounts for combining auto and home policies.
1370 N Brea Blvd # 150, Fullerton, CA 92835, United States -
Doctor Disability
● ClosedDoctor Disability is a finance and insurance agency located at 1271 Puerta Del Sol in San Clemente, California, United States. Our mission is to help physicians and dentists protect what matters most by offering own-occupation disability insurance specifically designed for medical professionals. With a personalized side-by-side policy comparison, you can choose the best policy from top insurance companies in just 15 minutes. Rest easy knowing that your income will continue if you are unable to work due to illness or injury. Disability insurance is crucial for maintaining your financial plan in the event of unexpected circumstances. Statistics show that a large percentage of Americans file for bankruptcy due to unexpected injuries or illnesses, highlighting the importance of having a safety net in place. At Doctor Disability, we understand the unique challenges faced by medical and dental professionals and are dedicated to helping you secure the best disability insurance available on the market.
1271 Puerta Del Sol, San Clemente, CA 92673, United States -
Ken Williams - State Farm Insurance Agent
● ClosedKen Williams - State Farm Insurance Agent is located at 11155 Mountain View Avenue in Loma Linda, California, United States. As an insurance agency, Ken Williams offers customizable coverage plans to protect what matters most to you, whether it's your family, belongings, or financial assets. With options for safe driving rewards, bundling discounts, and various coverage options, Ken Williams can help you find a solution tailored to your needs. Specializing in auto insurance, State Farm offers a range of coverage options in Loma Linda, CA, including collision, comprehensive, rental, and rideshare insurance. Customers can also explore car insurance for new drivers, business travelers, and collectors. By combining auto and home policies, customers may even qualify for additional savings.
11155 Mountain View Ave #103, Loma Linda, CA 92354, United States -
Stanley L. Compton Insurance Services, Inc.
● OpenStanley 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.
West Hills, CA 91308, United States -
New York Life, Cheryl Gunsell
● OpenNew York Life, Cheryl Gunsell is an insurance agency located at 2633 Camino Ramon in San Ramon, California. With a strong reputation for providing reliable and comprehensive insurance services, Cheryl Gunsell and her team at New York Life are dedicated to helping clients protect their assets and loved ones. Whether you are in need of life insurance, retirement planning, or investment strategies, New York Life, Cheryl Gunsell is committed to providing personalized solutions tailored to meet your specific needs and goals. Contact them today to learn more about how they can help secure your financial future.
2633 Camino Ramon, San Ramon, CA 94583, United States -
Truck Writers Insurance Services (TWIS)
● ClosedTruck Writers Insurance Services (TWIS) is a premier transportation insurance agency located at 1350 Carlback Avenue in Walnut Creek, California. Specializing in providing insurance coverage for businesses in the trucking and livery industries, TWIS has access to dozens of insurance providers to tailor plans that fit unique business needs. Serving businesses in California, Nevada, Texas, and Arizona, TWIS offers services such as third party bodily injury coverage, property damage coverage, and loss of income for employees. With a focus on customer service and personalized attention, TWIS is dedicated to helping businesses stay on the right track with high-quality insurance solutions. Visit our website to access our online payment portal and start protecting your business today.
1350 Carlback Ave, Walnut Creek, CA 94596, United States -
GARY SHORT STATE FARM INSURANCE
● ClosedGary Short State Farm Insurance is a trusted insurance agency located at 1425 Market Lane in Dixon, California, United States. Just one block West of Pitt School Rd. and across the street from Dutch Bros, we have been proudly representing State Farm since 1993. With deep roots in the Dixon community spanning over 90 years, we offer personalized Insurance and Financial Services tailored to meet your needs. Our experienced team holds Graduate Studies in Insurance and Financial Services, as well as a Bachelor of Arts degree from Sonoma State University. With backgrounds as former State Farm Claims Representatives, Supervisors, and Disaster Claims Team Leaders, we have a comprehensive understanding of the insurance industry. We also offer a wide range of products from State Farm, including Life Insurance, Income Replacement Insurance, Supplemental Medi-Care, Health Insurance, Home and Renters Insurance, and coverage for automobiles, motorcycles, boats, and recreational vehicles.
1425 Market Ln suite f, Dixon, CA 95620, United States -
Grace Miles, Bankers Life Agent
● OpenGrace Miles, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life agent, Grace Miles provides top-notch insurance services to individuals and families in the United States. With a focus on customer satisfaction and financial security, Grace Miles offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Grace Miles is dedicated to helping you protect what matters most. Contact Grace Miles, Bankers Life Agent today to learn more about their personalized insurance options and exceptional customer service.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Igena Torres, Bankers Life Agent
● OpenIgena Torres, Bankers Life Agent is an insurance agency located at 1776 West March Lane in Stockton, California. As a trusted representative of Bankers Life, Igena Torres provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a deep understanding of insurance products, Igena Torres helps clients protect their financial future and achieve peace of mind. Visit us today to learn more about our services and how we can help you secure your financial well-being.
1776 W March Ln Ste 430, Stockton, CA 95207, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located in the picturesque town of Carmel-by-the-Sea, California. With a commitment to helping individuals and families achieve financial security and peace of mind, Northwestern Mutual offers a wide range of financial planning and insurance services. Whether you are looking to protect your assets, plan for retirement, or secure your family's future, the team at Northwestern Mutual is dedicated to providing personalized solutions to meet your unique needs. Visit us at 3785 Vía Nona Marie to learn more about how we can help you build a solid financial foundation for the future.
3785 Vía Nona Marie #303, Carmel-By-The-Sea, CA 93923, United States -
New York Life
● ClosedNew York Life, located at 1172 South Main Street in Salinas, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. They offer a variety of solutions for different phases of life, including education expenses, income protection, and estate planning. As the largest mutual insurer in the U.S., New York Life has a long history of keeping promises to policy owners and upholding values of diversity, responsibility, and service.
1172 S Main St, Salinas, CA 93901, United States -
ATM Financial Practice, llc.
● ClosedATM Financial Practice, LLC is an insurance agency located at 1306 Main Street in Newman, California, United States. We specialize in providing comprehensive insurance solutions to meet the financial needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses protect what matters most. Contact us today to learn more about our services and how we can help you secure your financial future.
1306 Main St, Newman, CA 95360, United States -
New York Life
● OpenNew York Life is an insurance agency located at 1000 South Broadway, Santa Maria, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide protection for everyday tasks, lost income due to illness or injury, professionally managed investments, and options for paying for education expenses. New York Life also offers guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they tailor flexible solutions to meet individual needs and budgets, providing resources such as articles, guides, and financial calculators. Committed to diversity, responsibility, and service, New York Life has a long history of fulfilling promises, responsible investing, and community engagement. They have the highest financial strength ratings and are dedicated to making a positive impact through charitable giving and volunteer efforts. Their mission is to help individuals, families, and communities thrive, reflecting the diverse communities they serve. New York Life Foundation supports local and national grant opportunities for educational enhancement, childhood bereavement, community efforts, and workplace initiatives. They have also launched initiatives to address the racial wealth gap and expand economic opportunity. With a focus on making the world a better place, New York Life is dedicated to engaging with communities and bringing people together.
1000 S Broadway # A, Santa Maria, CA 93454, United States -
Sound Financial & Insurance Solutions, Inc.
● ClosedSound Financial & Insurance Solutions, Inc. is a finance institution located at 1177 Marsh Street in San Luis Obispo, California, United States. They offer a variety of services to help individuals create retirement strategies using insurance products tailored to their needs and objectives. The institution provides a 8-Minute Video Training Exercise as the first step towards financial soundness. By filling out a form, individuals can receive this exercise content and book a Discovery Session to review their current plan and explore their vision.
1177 Marsh St Suite #200, San Luis Obispo, CA 93401, United States -
Julie Franks - State Farm Insurance Agent
● ClosedJulie Franks - State Farm Insurance Agent is a reputable insurance agency located at 526 Center Street, Taft, California, United States. With a focus on providing personalized insurance solutions to individuals and families, Julie Franks has been proudly serving the Kern County community since 2003. Whether you are in need of car insurance, home insurance, renters insurance, life insurance, small business insurance, or personal articles insurance, Julie Franks and her dedicated team are here to assist you every step of the way. Exciting news for customers is that online auto quoting is now available, allowing you to easily get a quote for your car insurance from the comfort of your own home. However, if you prefer a more personal touch, you can also visit the office for an auto quote. Julie Franks is licensed in California and can help with insurance needs anywhere in the state.
526 Center St, Taft, CA 93268, United States -
Allan Kam - State Farm Insurance Agent
● ClosedAllan Kam - State Farm Insurance Agent is a health insurance agency located in Cerritos, California, United States. As spring approaches, it is a great time to review your insurance coverage to ensure that your valuable assets are adequately protected. Whether it's your car, recreational vehicles, or other belongings, having the right insurance is crucial. Our team of licensed professionals is offering complimentary appointments to help you with life insurance planning for the upcoming year. We serve the Artesia-Cerritos, Arcadia, Monterey Park, and other surrounding areas, providing insurance and financial services tailored to your needs. Our mission is to protect your properties and incomes by offering personalized plans and high-quality services. Contact us today for a free quote on auto, home, renters, life, health, or business insurance. Our dedicated staff can assist you in Cantonese, Mandarin, Tagalong, and English, ensuring that you receive the best insurance solutions. Remember, we are here to help you safeguard what matters most to you.
12140 Artesia Blvd Ste 102 Artesia, Cerritos, CA 90701, United States -
Westgate One Final Expense Insurance
● ClosedWestgate One Final Expense Insurance is a reputable insurance agency located in the vibrant city of Santa Monica, California. Specializing in final expense insurance, they provide peace of mind to individuals and families by offering comprehensive coverage for end-of-life expenses. With a commitment to exceptional customer service and tailored insurance solutions, Westgate One Final Expense Insurance is dedicated to helping clients protect their loved ones and secure their financial future. Visit their office at 1242 3rd Street Promenade to learn more about their services and how they can assist you in planning for the future.
1242 3rd Street Promenade #209, Santa Monica, CA 90401, United States -
New York Life
● OpenNew York Life, located at 6690 Alessandro Boulevard, Riverside, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, providing tailored solutions to help you protect your family and prosper financially. Their commitment to community engagement and charitable giving sets them apart as a purpose-driven company dedicated to making a positive impact at both local and national levels. Visit New York Life to learn more about their offerings and find an agent who can help you navigate your financial future.
6690 Alessandro Blvd D, Riverside, CA 92506, United States -
New York Life
● ClosedNew York Life, located at 1534 North Moorpark Road in Thousand Oaks, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks assistance, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for college or other education expenses, and even allows you to start receiving income now with the potential for additional earnings. New York Life provides expertise and guidance to create an investment strategy tailored to your needs, as well as help with estate planning to protect your legacy.
1534 N Moorpark Rd, Thousand Oaks, CA 91360, United States -
New York Life Insurance Company
● ClosedNew York Life Insurance Company, located at 4505 Las Virgenes Road, Calabasas, California, is a leading finance and insurance agency offering a wide range of permanent policies with guaranteed benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market for potential gains. They also provide support for everyday tasks, income replacement due to illness or injury, and expert guidance for investment strategies and estate planning. With over 12,000 agents nationwide, New York Life is committed to helping families protect their financial futures and thrive. They offer best-in-class products that adapt to changing needs, while upholding values of diversity, responsibility, and service. As the largest mutual insurer in the U.S., they operate for the benefit of policy owners and have consistently earned the highest financial ratings.
4505 Las Virgenes Rd, Calabasas, CA 91302, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance, located at 10924 Vulcan Street, South Gate, California, is an insurance agency that offers personalized financial planning services to help protect your family and achieve your goals. Our financial advisors understand your priorities and guide you through life's changes, offering a comprehensive plan that balances your current and future needs. With top ratings from major agencies and recognition for customer experience, we provide a range of financial options tailored to your goals. Whether you're planning for retirement, buying a home, or starting a family, our advisors will help you make the most of your resources. Through our commitment to diversity and inclusion, we create a culture of respect for employees, advisors, clients, and communities. Take the first step towards your financial goals by connecting with one of our advisors today.
10924 Vulcan St, South Gate, CA 90280, United States
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