Insurance Planning
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Insurance Planning

Insurance Planning

A Sound Financial Plan Includes Insurance Planning

For your personal financial planning, ensure you are properly protected with tailored insurance solutions. One of the essential first steps in creating a sound financial road map is to safeguard your health, property, and assets with proper insurance planning. 

We invite you to learn more about the insurance we have available..

Life Insurance Photo

 

Disability Insurance Photo

 

Long-Term Care Insurance Photo

 
Life Insurance   Disability Insurance   Long-Term Care Insurance  

We design customized life insurance solutions to protect you, your loved ones and your business from bearing a large financial burden in the event of your premature death.
 
An unexpected disability can prove to be detrimental to your financial plan and personal well-being.
 
Long-Term Care Insurance is a cost-effective solution protecting your lifestyle and preserving your financial independence.
 

 

 

 

 

 

 

 

Get Started / Questions?

Contact us to learn more about the suite of Insurance Solutions and other ways we can assist you. 

Existing Account Support

Michelle Stevson

Phone: 800-452-1414
Contact Me 

 

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisionsInvestment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. https://brokercheck.finra.org/