California Life Insurance

Planning for your family's future can be one of the things you enjoy most – from daydreaming of vacations to cheering on at peewee football games and attending dance recitals. Somewhere in between those fun activities you should squeeze in purchasing a life insurance policy. It might sound like something you don't really want to do but in reality, it's one of the best things you can do for your family.

Our Promise to You

  • We will design programs that meet your objectives and develop measureable benchmarks.
  • We will negotiate with the insurance carriers for your benefit — not ours.
  • We will periodically review your program and shop the marketplace for competitive benefits and rates.
  • We will help solve difficult claim problems and administrative issues.
  • We will keep you current on legislative changes that may impact your benefits.
  • We will provide forward thinking solutions to help keep key employees on your team.
There are a ton of options out there for life insurance in California and selecting the right policy can be difficult. At Pacific Coast Planning, we understand how overwhelming it can be. We're here to assist you in understanding all the options and help you choose the best one to fit your family's needs.

Individualized Service

Since every family is unique, it might take a bit of extra work to find the best-fit insurance policy for you. There are many details to go through, but your representative at Pacific Coast Planning will search out the best options for you and help you decide on which one to go with. They work on your behalf to meet your needs, answer your questions, provide guidance along the way, and give you the best customer service possible.

Money Matters

At Pacific Coast Planning, we know that price is important when it comes to choosing a life insurance policy. One of the benefits of working with us is that we negotiate with multiple insurance carriers to find you the best rates without compromising quality. We also regularly review your policy to make sure there aren't better rates or benefits available in the market.

Ever Attentive

Since the life insurance industry is continuously evolving, we have made it a priority to stay on top of all news, legislation, and industry updates. If a new law takes effect or current legislation is updated and it impacts your benefits, we ensure that you are aware of the changes and that your policy will be up to date.

Why Choose Us?

When you choose Pacific Coast Planning, you get the package deal! You get hand-selected policies to choose from, great quality products at affordable rates, and a customer representative who will partner with you and give you the best service.
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1050 Northgate Dr. Suite 352   San Rafael, CA 94903
P 415-507-2070   F 415-507-2077