Personal Life Insurance Services
Not only is life insurance a good way of protecting your family's financial future in case of the unthinkable, it can also be used as an effective wealth management tool which can create an inheritance for your heirs, pay federal and state death taxes, and allow you to make significant charitable contributions.

The diagram below outlines the life insurance planning process we use with many of our individual and family clients.

OUR PERSONAL LIFE INSURANCE PLANNING PROCESS
Contact Us Today!
To learn more about our personal life insurance planning process and how we can help pursue your risk management needs, please contact us during normal business hours at 714.821.6393 or click here to fill out an online information request form.
  
 
 
 
 
 
 
 
 
 
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Shaun Black is a registered representative registered to transact business with clients in California. ^Shaun Black is advisory licensed in the following states: California. Shaun Black is also an insurance agent licensed in California - insurance lic. OF45986. Jelena Black is a registered representative registered to transact business with clients in California. Jelena Black is also an insurance agent licensed in California - insurance lic. OE88261. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. *Securities offered through H.D. Vest Investment Services (sm), Member: SIPC, ^Advisory Services offered through H.D. Vest Advisory Services (sm), non-bank subsidiaries of Wells Fargo & Company, 14241 E. Firestone Blvd. Suite 400, La Mirada, CA 90638. Phone (714) 821-6393 • Fax (714) 876-0753. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate and may lose value. © 2004-2008 Black and Associates LLP • Los Angeles and Orange County California