Business Details
23 Years
experience
Your Trusted Partner for High Net Worth Insurance Solutions
Founded in 2003, Consolidated Marketing Group of California has built a reputation rooted in trust, integrity, and exceptional customer service. We specialize in providing tailored life insurance solutions for high net worth individuals, businesses, and those requiring specialized estate planning. Our client-first approach ensures personalized attention, with dedicated support available to address questions and needs promptly.Unlike traditional brokers, we prioritize immediate action and direct communication with our expert team. With appointments across 15+ insurance carriers and over two decades of industry experience, we deliver competitive rates and global expertise. Our commitment to timely responses, free no-obligation applications, and customized solutions sets us apart in meeting both short- and long-term client goals.
Services
High Net Worth Insurance
Foreign National Insurance
Universal Life Insurance
Indexed Life Insurance
Term Life Insurance
Business Insurance
Key Man Insurance
Key Employee Insurance
Succession Planning
Executive Bonuses
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in high net worth insurance solutions.
- Our personalized approach ensures coverage tailored to your unique needs.
- We partner with 15+ insurance carriers for diverse, competitive options.
- Our team provides timely responses to insurance inquiries within 24 hours.
- We offer free no-obligation insurance applications with no upfront costs.
Services
High Net Worth Insurance
High net worth insurance provides tailored life coverage for individuals with significant assets. This service ensures estate preservation and financial security for beneficiaries. Our solutions address complex needs through customizable policies.
Business Insurance
Business insurance safeguards companies against financial losses from key employee deaths or disruptions. We offer key man, key employee, and succession planning policies. Our plans protect revenue streams and ensure business continuity.
Term Life Insurance
Term life insurance offers affordable, fixed-period protection for income replacement or debt coverage. Policies last 10-30 years with guaranteed rates. Ideal for temporary financial obligations and family security.
Universal Life Insurance
Universal life insurance combines lifelong coverage with flexible premiums and cash value growth. Policyholders can adjust death benefits and access accumulated cash. Provides long-term financial planning flexibility for evolving needs.
Foreign National Insurance
Foreign national insurance caters to non-US residents seeking US-based life coverage. Designed for asset diversification and estate planning across borders. Our team navigates international underwriting requirements for seamless policy acquisition.
Questions
What types of insurance do you specialize in?
We specialize in high net worth life insurance, business insurance, term life, universal life, indexed universal life, and foreign national insurance policies.
How are your services different from other insurance agencies?
We offer personalized solutions with direct access to expert agents, competitive rates from 15+ carriers, and a client-first approach with 24-hour response times.
Do you work with international clients?
Yes, we provide foreign national insurance solutions designed for high net worth individuals seeking US market diversification.
What is the process for obtaining a free quote?
Contact us via phone or our website to provide your details, and our team will deliver a customized, no-obligation quote within 24 hours.
What areas do you serve?
While based in Irvine, CA, we serve clients nationwide and internationally through our global insurance carrier network.
