Insurance and Asset Preservation in Los Angeles
For 33 years, Core Benefits Insurance Agency, Inc. has engineered personalized insurance portfolios, complex Medicare pathways, and guaranteed retirement income streams for families, business owners, and civil servants across Los Angeles County.
Trusted Insurance and Financial Professional Serving Los Angeles
As Los Angeles undergoes significant demographic shifts, the need for sophisticated, localized risk management has never been greater. We provide hyper-local advisory services that understand the specific nuances of your community—whether you are protecting a historic estate in Bel-Air, navigating the complexities of multi-generational wealth in the Pacific Palisades, or securing a retirement legacy in Baldwin Hills.
Our approach integrates global financial perspectives with deep local expertise, serving as a central hub for families and businesses across Southern California and beyond who demand a higher standard of fiscal coordination. We don’t just provide policies; we create strategic blueprints designed to weather California’s unique economic climate.
Helping You Grow, Protect & Preserve Your Lifetime of Hard Work
Comprehensive insurance and financial planning tailored for Los Angeles residents.
Long Term Care Insurance
Protect against an extended health care event that can erode your retirement savings. We use traditional and hybrid Long Term Care Solutions. In addition, Life Insurance and Annuities with Long Term Care riders are popular options.
Life Insurance
Protect your family and build wealth with coverage tailored to Civil Servant needs. Choose from Cash Value or Term Life Insurance plans that will be there even after you separate from your employer.
Annuities & Guaranteed Income
Complement your Government Pension with guaranteed income streams designed for retirement predictability. Double your income with Special Annuities containing Long Term Care riders.
Medicare Supplemental Plans
Navigate the Medicare Advantage vs. Medigap with expert guidance built for California retirees. Get coverage that complements your Government benefits seamlessly.
Financial Planning
Holistic retirement readiness through liquidity management, pension optimization, and comprehensive wealth strategies purpose-built for California's public employees.
Specialized LACERA & Public Sector Retirement Integration
For over 33 years, Core Benefits Insurance Agency, Inc. has mastered the complexities of Los Angeles County employee benefits. We specialize in coordinating LACERA (Los Angeles County Employees Retirement Association) pension plans with private wealth and health strategies, ensuring a seamless transition for those who serve our communities.
Whether you are navigating LACERA’s Plan G or legacy tiers, our expertise ensures your County benefits are insulated from market volatility and optimized for long-term legacy goals.
LACERA Optimization
Expert coordination for LA County employees and retirees.
Public Sector Expertise
Syncing PERS/STRS and Municipal pensions with private insurance layers.
Protecting Assets Across the Greater Los Angeles Basin
Navigating local legislation like Proposition 19 requires an advisor who understands regional blueprints. We provide specialized coverage models for every major community in the Greater Los Angeles basin.
“Our mission is simple: to provide the same level of care and stability I would want for my own family.”
When I founded Core Benefits Insurance Agency, Inc. over three decades ago, I saw a need for an agency that prioritized long-term relationships over transaction volumes. We don’t just sell policies; we design financial safety nets that stand the test of time.
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What Our Clients Says
Hear from clients who have protected their retirement, secured their income, and preserved their legacy.
