OUR AGENCY — Who We Serve

We are a dual-purpose brokerage. We first advise clients about Long Term Care, Life, Disability, and Critical Illness insurance planning. We also dedicate a majority of our practice to guiding clients through the complexities of Long Term Care and those coverage options. Clients ask many questions about LTCI and we work to ensure that every client makes well-informed decisions. The process of purchasing insurance should be as straightforward and transparent as possible. Do our proposals offer flexibility choices? demonstrate how affordable and necessary insurance coverages are for the financial health and future needs of individuals and families.

Our agency also mentors financial advisors through the intricacies of the LTC Insurance sale (pre-underwriting inquiries, meeting with clients, responding to all client queries, customizing proposals, monitoring underwriting). Our agency assists the sellers of LTCI with education, marketing, product knowledge, underwriting, and Continuing Education.

We assure both clients and agents/financial advisors that the products we represent are up-to-date and have only the highest ratings/reliability.

Biography of Stan Israel

Stan, a Vietnam Era vet, began his career in the entertainment and fitness industries before becoming an insurance professional. He opened his own insurance brokerage over 20 years ago, adding Long Term Care coverages to his portfolio of life and disability products. A premier specialist in Long Term Care, Stan guides his clients through the complexities of the choices available with Long Term Care, as well as offering life, disability, and critical illness policies. Stan currently teaches the general LTCI Continuing Education (CA) courses, as well as The California Partnership for Long Term Care, under the auspices of the California Departments of Insurance and Aging. Stan receives numerous invitations to speak at local, financial planning, legal, senior, and insurance associations, including the San Gabriel Assn. of Financial Planners, NAIFA, LAAHU/VCAHU, USC, and the Joint Medicare Summit (IEAHU/SDHU/OCAHU/DCAHU). He has served on the advisory panels for the CA Partnership for Long Term Care.

Aside from his personal production and teaching seminars, Stan mentors financial advisors through the complexities of the LTC Insurance sale (pre-qualifying inquiries, meeting with clients, customizing proposals, monitoring underwriting). His agency assists the sellers of LTCI with education, marketing, and product knowledge. All client proposals and quotes are individually tailored to reflect the clients’ needs, budgets, financial plan, and lifestyle requirements.

Stan assures his clients and agents/financial advisors that the products represented by his brokerage have only the highest ratings/reliability. Just recently the agency has introduced Hybrid policies which appeal to those clients who wish to blend life insurance with LTCI coverage. Stan is married to Marcia, also a licensed agent, who also serves as a corporate officer. While their daughter, Shawna was growing up (USC Doctor of Physical Therapy, 2016), Stan was active with WAGS softball and Agoura HS Girls’ Water polo. Stan and Marcia have also chaired various committees with the local chamber of commerce associations and charity groups.