Why Choose Us

March 11, 2015 by No Comments

  • Service – Our business is driven by our focus on servicing the needs of our clients. Our relationship with our clients does not end after you purchase your coverage. We believe in the importance of an ongoing relationship with you, and Insurance reviews at least once a year, especially after any major life event, such as getting married, having a child, or purchasing a new home.
    • Expertise – We specialize in just two types of Insurance protection products for our clients, Life Insurance and Long-Term Care. This focus allows us to be industry experts on the best companies and products available to fit YOUR specific needs. No matter what your current health conditions may be, we know what companies will be able to provide the most favorable coverage for you!
    • Convenience – We make the process of obtaining Insurance coverage QUICK and EASY. We invite you to meet with us in our home office in Westlake Village, or we will come to you! Even if you don’t live locally, we can still help you. Our platform enables us to service your needs via Web Conferencing/Screen Sharing (think Skype), or online through our Website process.
    • Independent – Many insurance agents work for one specific insurance company, also known as a “captive” agent (i.e State Farm, New York Life, etc), and therefore are generally only able to offer that company’s product(s). Often times, this will end up costing you MORE money, and perhaps at the expense of a policy with LESS coverage. Insurance contracts differ greatly and are issued by companies with varying degrees of financial strength. Our expertise will help you choose a financially strong company, the most appropriate coverage to fit your needs, and the correct amount of insurance.