Dividend Insurance Services, Insurance For the people!
Who We Are
Dividend Insurance Services is a full-service hybrid insurance agency offering the convenience of self-service insurance planning, virtual and in-person consultations since 2017. We are continuously adapting to offer services our clients want most. Whether they be businesspeople wanting to offer employee benefits or securing capital, a couple seeking life insurance, retirees planning for Long Term Care, or anyone planning their legacy, we are always ready to serve. Our team consists of experts in law, financial planning, accounting, and Human Resources. Unlike many agencies who work with people based on their net worth we believe access to insurance and its benefits is the cornerstone to achieve the American Dream for all walks of life.
CA Ins. Lic. #0I63395
Our Expertise
We are currently focused on offering insurance services in the Life and Health space. The types of insurance products in this category are: Medical/Health, Life, Annuity, Disability, Dental Vision, Long Term Care, and Travel Insurance. Our firm made its mark helping hard-to-place cases due to health risks, industry, or complication of the case. We are a firm friendly to foreign nationals, high value clients, sports, entertainment, and high-risk industries. Dividend helps with a variety of scenarios like funding irrevocable trusts, planning for international clients, non-qualified deferred compensation plans, special needs trusts, SLATs, GRATs, charitable giving, and Charitable Lead trusts.