Comprehensive Life Insurance Solutions Nationwide

1. Summit CRM Snapshot • Serving Newport Beach, CA • Updated 03/04/2026

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About

Providing Whole Life, Term, and Indexed Universal Life Insurance policies that offer coverage for a specific period, designed to protect beneficiaries financially in case of unexpected events.

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Services

Term Life Insurance

Providing term life insurance policies that offer coverage for a specific period, designed to protect beneficiaries financially in case of unexpected events.

Whole Life Insurance

Offering whole life insurance plans that combine lifelong coverage with a cash value component, providing both protection and investment benefits.

Policy Comparison and Carrier Access

Access to a network of 20 A-rated insurance carriers, enabling comprehensive comparison of policy options to find the best fit for individual client needs.

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Contact

[email protected]

Phone

(949) 241-1507

Address

2231 Golden Cir, Newport Beach CA 92660

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Contact 1. Summit CRM Snapshot to learn more about life insurance options and receive detailed information tailored to your needs.

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By checking this box, I consent to receive promotional messages about updates on new life insurance products, changes in carrier offerings, and educational content on policy benefits from 1. Summit CRM Snapshot at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

1. Summit CRM Snapshot

Providing Whole Life, Term, and Indexed Universal Life Insurance policies that offer coverage for a specific period, designed to protect beneficiaries financially in case of unexpected events.

Serving Newport Beach, CA

Last updated 03/04/2026

Contact

Email: [email protected]

Phone: (949) 241-1507

2231 Golden Cir, Newport Beach CA 92660

Quick Links

Comprehensive Life Insurance Solutions Nationwide

1. Summit CRM Snapshot • Serving Newport Beach, CA • Updated 03/04/2026

About

Providing Whole Life, Term, and Indexed Universal Life Insurance policies that offer coverage for a specific period, designed to protect beneficiaries financially in case of unexpected events.

Services

Term Life Insurance

Providing term life insurance policies that offer coverage for a specific period, designed to protect beneficiaries financially in case of unexpected events.

Whole Life Insurance

Offering whole life insurance plans that combine lifelong coverage with a cash value component, providing both protection and investment benefits.

Policy Comparison and Carrier Access

Access to a network of 20 A-rated insurance carriers, enabling comprehensive comparison of policy options to find the best fit for individual client needs.

Contact

Request Information

Contact 1. Summit CRM Snapshot to learn more about life insurance options and receive detailed information tailored to your needs.

1. Summit CRM Snapshot

Providing Whole Life, Term, and Indexed Universal Life Insurance policies that offer coverage for a specific period, designed to protect beneficiaries financially in case of unexpected events.

Serving Newport Beach, CA

Last updated 03/04/2026

Contact

Email: [email protected]

Phone: (949) 241-1507

2231 Golden Cir, Newport Beach CA 92660

Quick Links

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