Services

I currently offer a variety of products and services that span offerings from a handful of well-known companies — New York Life, TransAmerica, BlueCross BlueShield, West Coast Life Insurance Company, MetLife, and Anthem. I am also proudly licensed in Alabama, Arizona, Arkansas, California, Florida, Georgia, Illinois, Louisiana, Mississippi, Montana, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, and Texas.

Products Offered:

  • Individual Life Insurance
  • Estate Planning
  • Immediate and Fixed* Annuities
  • Long-Term Care Insurance
  • Disability Income Insurance**

Personal Planning For:

  • Life Insurance Needs
  • Estate Conservation
  • College Funding
  • Mortgage Protection
  • Charitable Giving
  • IRA Funding

Business Planning For:

  • Buy-Sell Funding
  • Deferred Compensation
  • Executive Bonus
  • Key Person Protection
  • Voluntary Payroll Deduction Programs

If you'd like to learn more about any of the services I provide, please contact me.

Contact Me

675 Placentia Ave., Suite 250,
Brea, CA 92821
lets.talk@jayeshpatel.com
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