What We Do
Our job is to shop the market place for the lowest insurance rates and product fees ensuring that you are purchasing an affordable insurance policy or financial product tailored to your specific needs. We navigate the underwriting and application process with each client to make certain a favorable outcome from the insurance carrier is achieved. We don’t just quote the cheapest insurance rates; once an application is taken we work hard to make sure you get those rates!
Who We Are
We are an independent insurance agency located in Irvine, CA dedicated to providing our clients with the most affordable Life Insurance, Long-Term Care, Disability Insurance plans. We also can assist you with Retirement Income planning or navigating the Life Settlement market place. We are dedicated to serving the insurance and financial planning needs of Central Orange County. As independent insurance and financial planning professionals we are not trying to sell a particular company’s insurance or financial products, rather we work to best represent you, our client.