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father son looking at path We Are Your Life Insurance Agency
A Guide To A Bright Financial Future.
We provide you with the necessary insurance coverage you need.

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    You Are On The Right Path

    We Are Your Guide To The Best Life Insurance For You And Your Family.

    We are your premier life insurance agency. Our agents help you choose the right policy that fits you and your family’s needs.

    Life insurance is one of the most important investments you can make. Not only does it protect your loved ones in the event of your death, it also provides peace of mind and financial security.

    At Yellowbrick Financial, we understand the importance of having a life insurance policy. Therefore, we are dedicated to providing our clients with the best possible coverage and will work with a variety of different carriers to find the perfect fit for you. We also offer a variety of other financial planning services such as retirement planning and investment advice, helping our clients reach their financial goals to secure their future.

    Learn About
    Learn About The 3 Types of Life Insurance

    Term Life Insurance

    Term insuance is the most affordable coverage you can receive. You receive a guaranteed death benefit for the term you choose. Your coverage amount is paid to your beneficiaries if you die before your term ends. If you die after your term, no death benefit is paid.

    Whole Life Insurance

    Covers you for your entire life. You Can earn you dividends. Builds cash value that's guaranteed to grow over time, even in down markets, and even Lets you use your policy's cash value for anything, anytime.

    Universal Life Insurance

    Receive Many of the same benefits as whole life. Covers you for life and builds cash value over time. Flexibility to change your coverage amounts. Control over when and how much you pay.
    Yellowbrick Financial
    Why Should You Get Life Insurance?

    There are many benefits to life insurance, which can be a vital part of financial planning by helping you: 

    • Provide for your family in the event of your death
    • Pay off debts and final expenses
    • Leave a financial legacy
    • Fund your retirement
    • Save On Taxes
    WHO WE ARE
    What Makes Us One of the Leading Life Insurance Agencies?

    Our commitment to our clients tops the list. We work you individually to find the best possible coverage at the most affordable price. We understand that every client has different needs, and we will work with you to find a policy that fits your specific situation.

    We are dedicated to our clients, and we will do everything we can to find the perfect policy for you.

    WHO WE ARE
    Your Guide to a Brighter Fianancial Future

    At Yellowbrick Financial we assist you in making quality financial decisions, such as choosing the best life insurance policy and coverage amount you need. Our mission is to help our clients reach their financial goals while giving them peace of mind knowing they are in quality care.

    When it comes to life insurance companies in California, there are many different agencies that you can choose from, however, we pride ourselves on being of great service and guiding our clients to the right coverage for your needs. We also help our clients with Financial Planning, Retirement Planning and Life Annuity. Complete our form below to match with our licensed, professional agents.

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    HEAR FROM OUR CLIENTS
    I must say that Yellowbrick Financial is absolutely amazing! Gene and the team are just so awesome! They educate you, responsive, patient, professional and just down to earth.
    Samantha M. photo

    Samantha M.

    I am extremely happy that I stumbled across Yellowbrick Financial, Gene is very knowledgeable and is always available when you have any questions. Yellowbrick has help me by guiding and educating me on my finances, but most of all it has maximize my wealth and set me up to have a comfortable retirement.
    Hanyury A. photo

    Hanyury A.

    I am so grateful for the wisdom, easy to understand, consistent energy I always receive. I am now on track to financial freedom and a sound financial plan.
    Alexis H. photo

    Alexis H.

    Gene and team are amazing. I was overwhelmed about what life insurance plan was best for me. Gene was patient with all my questions. He was never trying to over sell me, instead I was educated and given sound options for my age and life status. I'm happy I choose Yellowbrick Financial. Wishing Gene and team all the best.
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    Pro Hurd

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    Read Our Frequently Asked Questions

    Why choose Yellowbrick Financial?

    Being a Yellowbrick Financial Life client means that you have the benefit of partnering with our financial professionals for life. Our clients are also supported by a company with a history and strong values of integrity to ensure we guide you to the right financial decisions. 

    What kind of life insurance do I need?

    Based on your situation, we’ll need to understand every aspect of your coverage needs so we can get you the right policy

    What if I already have life insuance?

    If you already have life insurance, we take a deep look into your policy to ensure you have the proper amount of coverage.

    Often times we find our clients do not have the right amount of coverage or even the correct policy. In which case we can help you identify the perfect policy for you.

    How do I know I need life Insurance?

    We say everyone needs life insurance. It’s highly important if you have a family, own a home, have children or even own a business. Life insurance is very beneficial and can offer great security and safety for you and your loved ones.

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