INCOME PROTECTION FOR LIFE

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Welcome!

 

We are a family-owned general agency dedicated to a responsive and enriching service experience.

 

Our mission is to help insurance and financial advisors secure the best available disability income and long-term care solutions for their clients' needs. 

PRODUCTS

disability income

DISABILITY INCOME insurance protects your clients' livelihoods. Chances are, you've already helped them protect their lives and investments. It's time to protect their earnings by fortifying their income stream with disability insurance. 

We can help you identify the proper plan by constructing the appropriate solution using the right line of coverage.

long-term care

LONG-TERM CARE insurance protects your clients' retirement savings. If your client plans to live to age 65 then that individual can plan on a 70% chance of using long-term care services, and the probability that this client will also act as a caregiver at some point in retirement is also higher than ever. Your job is to make sure your clients are financially prepared for that endeavor. 

We can help you determine what type of solution will work best for an individual client's financial situation.

SERVICES
marketing

Keep the engine clean! Learn about the basics of disability protection or browse and pull from our curated library of marketing resources. This page will help you highlight specific features to share with your client.

quote

Have a prospective client? Get started here! Select the line of coverage and complete the basic information. Receive and review the top quotes within 24 hours of your request.

apply

You're cruising now. Time to wow your client. Click here for the disability industry's first drop-ticket e-app or simply request a PDF application for your favorite carrier.

PLAN FRANCISCO PODCAST
email
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phone
800.924.2294
fax
415.472.7637
4302 Redwood Hwy, Suite 400
San Rafael, CA 94903
Bay Area Disability
Insurance Services, Inc.
CA License #0647178