Vantage Insurance
When it comes to inquiring about various insurance plans, there are many professionals you can approach. But not many understand how to seamlessly navigate: a) the thousands of product-carrier combinations, b) a myriad of plan design options, and c) your unique situation. And that’s the Vantage difference.
Our full-service insurance firm helps clients like yourself set and reach financial goals by utilizing industry-specific tools designed to benefit your business. Contractors have their tool box, doctors have their medical instruments, and our insurance specialists have the financial resources. We provide relevant solutions so you can hit your financial goals while protecting what matters most in your life.
Get to know Vantage
Businesses
Whether you’re a small business owner, a partner in a mid-sized company, or the CEO of a national corporation, having the proper business insurance policies in place can mean the difference between great financial struggle or thriving success! Smart and strategically designed policies like key-person life insurance, buy-sell agreement life insurance, executive bonus plans, and group plans can prepare you and your team for the best possible future while protecting you from some of the greatest threats to your success. Click to browse our business products and services.
Nonprofits
These solutions will help protect your organization against the loss of a key leader, director, or pastor, and provide solutions for donors and key supporters. Learn strategies to generate generous contributions and impact your community massively and ensure that the mission and vision of your cause or ministry expands with each new generation of leaders.
Families & Individuals
Vantage provides the right tools at the right time for whatever season of life you are in. Whether you’re young and haven’t started a family yet, right in the midst of all the chaos of raising kids and balancing your career, or stepping into your golden retirement years, Vantage can help you make the most of what you have and prepare for a brighter and more secure future!
Seniors & Retirees
Retirees face unique financial challenges as they switch from building their wealth and retirement, to taking income and planning legacy. The problem begins when you try to use the same principles and strategies you used to build wealth, for turning that wealth into a secure retirement with lasting income. The rules change in retirement. You must now know how to shift to the best strategies for offsetting risk and volatility, avoiding taxation, fighting inflation, and preparing for extended (and inflated) health care costs. That’s where Vantage comes in to guide you to the simple and powerful solutions to give you the true peace of mind you seek.
We’re the strategic advantage to help you experience financial wins, all the time — check our client reviews.
What Our Clients Have To Say…
WHY CHOOSE VANTAGE?
We’re a privately-held, full-service insurance brokerage serving the Inland Empire. Our main objective is to help you escape or avoid the tyranny of debt and poor financial habits. We do this with specialized education and products that produce the necessary advantage for you to experience and maintain financial success. We don’t just “sell insurance;” we teach you how to develop a wealth plan with strong offense and defense.
Get in touch with the Vantage team and receive a complimentary plan review of your current plan, or simply discuss how to adopt a more strategic option that better suits and benefits you.
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