Talk With Our Pleasanton Life Insurance Team by Phone
We take every conversation by phone. When you ring, you reach someone on our small team, and that same person handles your questions, your quote and your application until the policy is signed.
Where we work
Pleasanton, CA
Dublin, San Ramon, Livermore, Union City, Fairview, Camino Tassajara
What Happens When You Call
You start the conversation. Tell us who relies on you, what coverage you already have and what prompted the call. After that we ask a few simple questions about your age, your health and what your family would need without you. No one asks you to decide anything on that first call.
Then we go over the options that suit you, like term life, whole life or final expense insurance, and what raises or lowers the cost. If you'd like a quote, we put it together with you over the phone. Whoever you speak with first handles the follow-up, helps with the underwriter's questions and reviews the final policy with you before you sign. Our clients are in Pleasanton, Dublin, San Ramon and Livermore.
What to Have Ready Before You Call
- Any policies you already have, including group coverage from your employer, so we know what's in place.
- A ballpark of what you owe and the large expenses coming, such as your mortgage balance or your kids' school years.
- Who you'd like named as beneficiaries.
- A quick list of the medications you take and the doctors you see, since most applications ask.
Ready When You Are
Pick a quiet ten minutes and give us a ring. We keep it plain and short, and you hang up with real answers even if you don't buy anything.