CBIZ Life Insurance Solutions, Inc.

lifeinsurance.cbiz.com

CBIZ Life Insurance Solutions is a national network of highly-qualified and credentialed life insurance planning professionals. We have an integrated suite of services all designed to provide your clients with an ongoing process for managing life insurance and its role within their plan to accumulate, preserve and transfer wealth. At CBIZ Life Insurance Solutions, your clients’ priorities are our priorities. We truly understand the value of protecting family, wealth, legacy and lifestyle. That’s why we have a team of industry experts who are here to help guide you and your clients through the planning process. We deliver superior results by offering choice, objectivity, and the best possible solutions. Our specific planning expertise includes: • Wealth Transfer and Estate Planning • Business Succession, Exit and Transition Planning • Executive and Corporate Benefits • Longevity and Retirement Risk Management • Wealth Accumulation, Protection and Distribution Our industry intelligence is carefully integrated to help ensure the most favorable result is obtained for you. We are here as your trusted resource.

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CBIZ Life Insurance Solutions is a national network of highly-qualified and credentialed life insurance planning professionals. We have an integrated suite of services all designed to provide your clients with an ongoing process for managing life insurance and its role within their plan to accumulate, preserve and transfer wealth. At CBIZ Life Insurance Solutions, your clients’ priorities are our priorities. We truly understand the value of protecting family, wealth, legacy and lifestyle. That’s why we have a team of industry experts who are here to help guide you and your clients through the planning process. We deliver superior results by offering choice, objectivity, and the best possible solutions. Our specific planning expertise includes: • Wealth Transfer and Estate Planning • Business Succession, Exit and Transition Planning • Executive and Corporate Benefits • Longevity and Retirement Risk Management • Wealth Accumulation, Protection and Distribution Our industry intelligence is carefully integrated to help ensure the most favorable result is obtained for you. We are here as your trusted resource.

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Country

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State

California

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City (Headquarters)

San Diego

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Industry

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Employees

11-50

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Estimated Revenue

$500,000,000 to $1,000,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Product and Carrier Intelligence

    Email ****** @****.com
    Phone (***) ****-****

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