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MB & Associates - Insurance And Financial Services

We represent you, not specific insurance or financial companies.

All life insurance products offer a death benefits that’s generally free from income taxes*.
Life insurance provides you with death benefit protection, but it may also help with financial needs during the retirement years due to its cash value growth potential, which could be used for a tax-free income stream.This sales concept is developed around Universal Life products.

Some Life Insurance products offers living benefits that allow the owner to accelerate a portion of the death benefit should the insured become critically, chronically or terminally ill, subject to eligibility requirements.  These benefits are automatically included for no additional premium on eligible policies.
 
Permanent life insurance can help you mitigate the risk of things you don’t have control over, as well as create a financial plan. Think about your specific situation and what you may need to do to help ensure you have both adequate death benefit protection and supplemental retirement income.
 
Term life insurance helps provide protection when your family needs it most. It’s designed for short term protection at an affordable cost. Should the unexpected happen, your loved ones will receive generally income tax free* funds that can provide financial protection for the future.
 

*We do not provide legal or tax advice. Please consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements


Available 7 days a week from 8 a.m. to 9 p.m.
Call: 818-618-6452