Business Details
23 Years
experience
Your Trusted Insurance Partner in Irvine, CA
Founded in 2003, Consolidated Marketing Group of California has built a reputation rooted in trust, integrity, and exceptional customer service. Our team specializes in delivering tailored life insurance solutions for high net worth individuals, businesses, and unique estate planning needs. With over two decades of experience, we prioritize a client-first approach, ensuring personalized attention and immediate action for every inquiry. Unlike traditional brokers, we emphasize direct communication with our expertly trained team, offering free no-obligation quotes and competitive rates. Our global network and partnerships with 15+ insurance carriers enable us to address complex international requirements, including foreign national insurance. We focus on aligning short- and long-term goals through flexible products like universal life, indexed life, and term insurance, while maintaining a commitment to transparency and ethical practices.Our dedication to timely responses, often within 24 hours, and a customer-centric mindset distinguish us in the industry. We work closely with clients to navigate key man insurance, succession planning, and executive bonuses, ensuring comprehensive protection for businesses. Our expertise extends to reinsurance arrangements and underwriting guidelines tailored for high net worth foreign nationals, with a minimum face amount of $1 million. By combining personalized service with global reach, we aim to meet the evolving needs of our clients while upholding the highest standards of professionalism and reliability.
Services
High Net Worth Insurance
Foreign National Insurance
Universal Life Insurance
Indexed Universal Life
Term Life Insurance
Key Man Insurance
Key Employee Insurance
Succession Planning
Executive Bonuses
Estate Planning
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of experience in tailored life insurance solutions.
- Our team provides personalized service with responses within 24 hours.
- We partner with 15+ insurance carriers for comprehensive options.
- We specialize in foreign national insurance with global underwriting expertise.
- We guarantee competitive rates and free no-obligation insurance applications.
Services
High Net Worth Insurance
Tailored life insurance solutions for affluent individuals, offering flexible coverage and estate planning benefits. Designed to preserve wealth and provide tax-free death benefits for beneficiaries. Ensures financial security for families and businesses through customizable policies.
Foreign National Insurance
Specialized insurance for non-residents with U.S. connections, featuring minimum $1 million coverage and global underwriting expertise. Supports asset diversification while meeting strict eligibility criteria for high net worth individuals.
Universal Life Insurance
Lifelong coverage with flexible premiums and cash value accumulation. Offers tax-deferred growth potential and adjustable death benefits to adapt to changing financial goals and retirement planning needs.
Indexed Universal Life
Combines death benefits with cash value tied to market indexes, guaranteeing minimum returns. Provides growth opportunities during market upturns while protecting against downturns through fixed interest rate floors.
Term Life Insurance
Cost-effective protection for specified periods, ideal for young families and income replacement. Offers level premiums and convertible options to permanent policies as financial needs evolve over time.
Questions
What insurance products do you specialize in?
We specialize in high net worth life insurance, foreign national insurance, universal life, indexed universal life, term insurance, key man insurance, and succession planning.
How do you differ from other insurance agencies?
We prioritize personalized service, 24-hour response times, and partnerships with 15+ carriers to offer tailored solutions for complex international and business needs.
Do you offer coverage for foreign nationals?
Yes, we provide specialized life insurance for high net worth foreign nationals with U.S. connections and minimum $1 million face amounts.
What is key man insurance?
Key man insurance protects businesses from financial loss due to the death of a critical employee, ensuring continuity and stability.