Schedule a free consultation with our Director of Insurance Planning
Let us help protect what’s important to you
What you can expect
Together, we review your existing coverage and develop an action plan with our solutions offerings:
Life Insurance
Term, Whole Life, Universal Life, Indexed Universal Life, Survivorship Life
Long-Term Care Insurance
Traditional Plan, Hybrid Plans, Asset-Based Plans
Disability Insurance
Individual Income Protection, Business Buyout and Overhead Protection, High Limit Coverage (Lloyd's of London)
Annuities
Single Premium Immediate Annuities, Fixed Indexed Annuities
Steel Peak Estate & Insurance Agency, LLC (“SPEIA”) is an affiliate of Steel Peak Wealth Management, LLC (“SteelPeak Wealth”), an SEC-registered investment adviser located in California. Information on the registration status of SteelPeak Wealth is available at www.adviserinfo.sec.gov. Insurance products are offered through SPEIA. California Insurance License # 0I67495.