What We Offer
Insurance & Retirement Solutions Designed for California Public Employees
Retirement planning involves more than choosing when to stop working.
For California public employees, retirement often includes important decisions about income protection, survivor planning, Medicare, Social Security considerations, and protecting loved ones.
At Executive Wealth Solutions Insurance Services, we take an education-first approach to helping individuals and households understand available options and make informed decisions.
Retirement Planning That Looks at the Whole Household
Many advisors focus on one product or one financial issue.
We believe retirement planning should consider the entire household.
That means looking at:
- Pension benefits
- Survivor income
- Life insurance protection
- Retirement income needs
- Healthcare considerations
- Legacy goals
- Family protection strategies
What We Offer
Solutions Designed Around Your Retirement Goals
Life Insurance Solutions
Protection strategies designed to help safeguard your family's financial future.
Guaranteed Income Strategies
Fixed indexed annuity solutions designed to help address potential retirement income gaps. All examples are illustrative and subject to carrier terms.
Disability Income Protection
Coverage options designed to help protect income during unexpected health events.
Supplemental Worksite Benefits
Additional protection solutions available through leading insurance carriers.
Survivor & Legacy Planning
Helping households prepare for the financial impact of losing a spouse.
403(b) & 457(b) Education
Educational guidance to help public employees better understand available retirement savings options.
