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Why work with us?

Wilson & Associates is an independent insurance agency specializing in Insurance and Retirement Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located all across California, giving us a great feel for the insurance landscape. We design plans with a focus on your short and long-term needs, which we combine with personalized insurance advice aimed at helping our clients make better-informed decisions.

 

How Can We Help?

We're here to help you find the insurance coverage you need and educate you on your options.

LIFE INSURANCE

Protect What Matters Most

Life insurance may be one of the most important purchases you'll ever make.

ANNUITIES

Build your nest egg

Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.

LONG-TERM CARE

Be Prepared

The decision to purchase Long-Term Care insurance is a big one with definite financial consequences, both in terms of premiums and future personal care.

DISABILITY INSURANCE

Affordable Plans

Help protect a portion of your paycheck from unexpected illness and injury that keeps you from working.

ESTATE PLANNING

Protect Your Family

Estate Planning involves setting up a plan that establishes who will eventually receive your assets.

TAX-FREE RETIREMENT

Plan Ahead

Do you want to help lower your taxes in retirement and increase your retirement savings?

Personal | Virtual | Phone Consultations

California License #0H84812

 909-528-0069

  [email protected]