SP Estate &
Insurance Agency

Sophisticated Solutions Made Simple

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.