INSURANCE
SERVICES
At CBG, we offer a comprehensive range of insurance services to protect your financial well-being and provide peace of mind for you and your loved ones.
Our team of insurance experts is committed to understanding your unique needs and helping you make informed decisions to secure your future. Explore our insurance services below:
Life Insurance:
Life insurance is an essential component of a comprehensive financial plan. It provides financial protection for your loved ones in the event of your passing. We offer various types of life insurance policies, including term life, whole life, and universal life insurance, tailored to meet your specific needs.
Retirement Plans:
Preparing for retirement is crucial, and we're here to help you navigate the complex landscape of retirement planning. Our team can assist you in selecting and managing retirement plans such as 401(k)s, individual retirement accounts (IRAs), and pension plans, ensuring that you have a secure and comfortable retirement.
Living Benefits:
Living benefits are designed to provide financial protection in the event of a critical illness, disability, or long-term care needs. We offer living benefits insurance that can provide you with funds to cover medical expenses, home healthcare, and other costs, allowing you to focus on recovery without worrying about financial strain.
Annuities:
Annuities are long-term financial products that provide a steady income stream in retirement. We offer a range of annuity options, including fixed annuities and variable annuities, to help you secure a reliable source of income during your golden years.
Mutual Funds:
Investing in mutual funds offers the opportunity for growth and diversification. Our team can help you navigate the world of mutual funds, offering access to a wide range of investment options suited to your risk tolerance and investment goals.
Individual Retirement Accounts (IRA):
An Individual Retirement Account (IRA) is a tax-advantaged savings account designed to help you save for retirement. Our experts can guide you in choosing the right type of IRA, whether it's a traditional IRA or a Roth IRA, and help you maximize your contributions and potential tax benefits.
At CBG, we prioritize understanding your unique financial goals and creating tailored insurance solutions that align with your needs. Our commitment to exceptional service and comprehensive coverage ensures that you have the protection you need to face life's uncertainties with confidence.
Contact us today to schedule a consultation and let our experienced team guide you towards a secure financial future.
Gladys Menendez
Consulting Specialist
Agent CA LIC. 4095138
