348 inquiries | Estate Planning
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Company Rating
AAA
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This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.
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BCA's Summary and Analysis:
We have received no complaints against this company.
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Company Info
We provide senior education, protection, and retirement planning.
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Licensing
California Department of Insurance
Verified License
License Number: OB51916 Status: Active
BCA has no information regarding government actions at this time.
We routinely advise, before purchasing any type of living trust, annuities or estate planning products, consult with your attorney, CPA family members, or other trusted business advisor. Living Trusts or Wills, may not be appropriate for some individuals. These types of companies are are often referred to as "trust mills", who offer cheap trusts to drum up sales of annuities which may put senior investors in a financial bind.
We know of no other matter or practice relating to this company that may assist you in your consideration of this company.
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