To Inform and educate our client’s on what their options are with regards to asset protection while retaining the freedom of choice of care if needed. To offer our client’s as many options as possible so they can make an informed, educated and intelligent decision in their best interest, which may or may not include long-term care insurance products and services. To develop and retain a foundation of trust with our clients as a provider of quality insurance products and services.


In all of our operations our priority will focus on the needs of the client. Our main goal will be to provide the client with the best quality products and services. To stay on the cutting edge of insurance industry standards through continued education. We will strive to exemplify the highest standards of business ethics and personal integrity, and shall recognize our business obligation to the social and economic well being of our community.



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3069 Rikkard Drive
Thousand Oaks, CA 91362
Phone: 800-596-5947 Fax: 877-241-4435