Services

Serving Newport Beach, CA

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.

1. Summit CRM Snapshot

2231 Golden Cir, Newport Beach CA 92660

[email protected] (949) 241-1507

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

© 1. Summit CRM Snapshot

Site built with Brower Marketing Group