Welcome to Financial Source Insurance Services
At Financial Source Insurance Services, we are dedicated to providing top-notch life and health insurance services to individuals and families in San Diego, California. Our mission is to help you find the best coverage to protect what matters most to you.
Services
Life Insurance
Our life insurance services provide peace of mind by ensuring financial protection for your loved ones in the event of your passing. We offer various policy options to suit your unique needs. We can also offer Life Insurance as a Retirement Plan or pre-need planning Burial Expense. Everest Funeral planning and Concierge Service is one example rolled into a Life Insurance Plan.
Health Insurance
With our health insurance services, you can gain access to quality medical care and avoid unexpected expenses. We work with trusted providers to find the right coverage for you and your family.
Disability Insurance
Our disability insurance services are designed to provide income protection if you are unable to work due to injury or illness. We offer comprehensive plans to safeguard your financial stability.
Supplemental Health Insurance
Our supplemental health insurance is use to cover everything above and beyond basic medical coverage. This plans provides extra medical coverage and can also be used to contribute to other costs not covered by your primary insurance plan such as co-payments, co-insurance and deductibles
Annuity
This insurance product is designed to make a series of income payments at regular intervals in return for a premium or premiums you have paid. Annuities are most often bought for future retirement income, and can pay an income that can be guaranteed to last as long as you live. It can even waive surrender charge for early withdrawal when in need for long term care or nursing care.
Frequently Asked Questions
Testimonials
“I am extremely satisfied with the personalized service I received from Financial Source Insurance Services. They helped me find the perfect life insurance policy that fit my needs and budget. I highly recommend their expertise and professionalism.”
— Samantha Johnson
Contact us
Reach out to us today to discuss your insurance needs and receive personalized assistance from our experienced team.
Location
Financial Source Insurance Services LLC
is located at:
Transamerica Agency Network
1455 Frazee Rd. Suite 325 San Diego, CA 92108
E-Mail Address :
FinancialSourceIns.LLC@outlook.com
What kind of life insurance is right for you?
There are many types of life insurance which can help people find an option that's best fit for them. Term life insurance covers you for a certain period such as 10, 20 or 30 years. Permanent life insurance doesn't expire as long as payments are made. It can provide security through every stage of your life and may build tax-deferred cash value over time. Types of permanent life insurance include whole life, universal life, index universal life, and more.
Funerals are hard to talk about. Everest makes it easier.
Everest is a funeral planning and concierge service rolled into a life insurance plan. When help is needed, our 24/7 Advisors are one phone call away, ready to personalize the funeral plan, compare and negotiate best prices, and work with the insurance company to get monies to the beneficiary in as little as 48 hours after death.
About us
Financial Source Insurance Services is a locally owned and operated insurance brokerage committed to serving the community with integrity and professionalism. With years of experience in the industry, we have built strong relationships with reputable insurance providers to offer our clients the best options available.