Quote

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Questions

Need more information? Feel free to get in contact with us and we'll be happy to answer any of your questions.

Features

Life Insurance is unique to every individual

Life insurance is a way to prepare for uncertainty. In case of your premature death you may wish to pay off your debt, provide income for your loved ones, set aside money for a college education, provide for a special needs child, supplement your retirement with tax-advantaged money from a life insurance contract, or help in paying for the transfer costs of your estate and we can help.

We have the solutions to meet the diverse needs of our clients. We will work with you to design a life-long plan to meet your life insurance needs.

What Plan Are You?

We have specialists who can help with all your life insurance needs:

  • Term
  • Whole Life
  • Universal Life
  • Indexed Universal Life
  • Universal Life & Long-Term Care combo policies

We can also help with advanced planning needs such as:

  • Last survivor for estate planning
  • Special needs planning
  • Charitable gifting
  • Executive benefits:
    • Split-dollar
    • Executive bonus
    • Deferred comp
    • 412(i) defined benefit plans
  • Collateral assignment
  • Business succession planning
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WMC Business Services, LLC

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DBA WMC Integrated Insurance Services, LLC in CA.
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