• Life Insurance

    Protection for you and your loved ones.

    Having the right life insurance policy is a key component of your overall financial plan - helping to ensure your loved ones will be financially secure in the event you can no longer provide. We'll help you understand the benefits of a policy and determine the best amount of coverage. We offer Term, Universal and Whole Life insurance options to meet current and longer term needs.

    Who needs life insurance?

    In today's world, everyone should consider protection against life's unexpected events life insurance. Life insurance can be used to help your family pay off bills, debt, the mortgage or provide financial support. Changing life events in families can trigger the need for regular reviews of life insurance policies and coverage. Find out what is right for you.

    What are my options?

    • Term Life - coverage for a specific term or period of time, including a large immediate death benefit at an affordable cost. Term Life insurance generally offers lower premiums and is ideal for periods of increased risk and exposure (i.e. when children are younger).
    • Universal Life - allows you to accumulate cash inside the policy with varying options to suit your changing financial situation. These include: Flexible protection - choose the amount of protection best suited to you. Flexible premium -control the amount and frequency of payments. Flexible investment options - you can invest in a variety of different investments like mutual funds. Earnings potential - possible guarantee of minimum growth rate on the policy's cash value.
    • Whole Life - a way to fund your long-term goals - the earlier you buy a policy, typically the lower the premium. In addition, Whole Life provides the security of fixed premiums and payout - allowing you to build cash value within the policy.

    Get a Quote or Learn More           

    Contact Us Today

    If you’d like to speak to our Wealth Management team contact us at (800) 851-8549 or make an appointment to meet in person.

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information

[+] Feedback