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Life Insurance

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About First Foundation Insurance Services

First Foundation Insurance Services’ personalized approach provides our clients with the peace of mind that their financial goals have been thoroughly vetted, reviewed and coordinated from multiple perspectives. Life insurance can be the foundation of your financial plan while protecting and supporting those you love during unexpected hardship.

Integrated Team

A unique difference between First Foundation’s approach versus other similar financial institutions is that our clients have a team of experts and financial professionals who come together to coordinate multiple planning concerns.

Concierge Approach

This holistic approach is presented in a more concierge way to provide a personal approach to the clients, and to assure them that their financial goals have been thoroughly vetted, reviewed and coordinated from multiple viewpoints.

Unbiased Advice

While we have access to a wide array of highly rated carriers, any recommendations and options that we may present are done on an objective basis and focused on what is in the best interests of our clients.

Our Offering

Disability Insurance

Our solutions include individual disability income, key-person disability, and overhead expense insurance.

Long-Term Care Insurance

We offer traditional long-term care insurance, linked benefits long-term care insurance, and life insurance with accelerated benefit riders.

Annuities

Our solutions include flexible premium deferred annuities, indexed deferred annuities, variable annuities, and single premium immediate annuities (SPIA).

We Can Help You Implement Strategies to Align with Your Goals

Current Assumption (flexible premium) Universal Life
We offer Current Assumption (flexible premium) Universal Life policies.
Guaranteed Universal Life
Our solutions include Guaranteed Universal Life.
Indexed Universal Life
Our solutions include Indexed Universal Life.
Term Insurance
Our solutions include Term Insurance.
Second-to-Die (Survivorship) Universal Life
We offer Second-to-Die (Survivorship) Universal Life policies.
Variable Universal Life
Our solutions include Variable Universal Life.
Whole Life Insurance
We offer Whole Life Insurance.
Key Person
Our strategies include Key Person policies.
Cross-Purchase
We offer Cross-Purchase strategies.
Estate Planning & Wealth Transfer
Our Estate Planning & Wealth Transfer strategies.
Estate Equalization
We offer Estate Equalization strategies.
Charitable Giving
Our strategies include Charitable Giving plans.
Non-Qualified Deferred Compensation Funding
We offer Non-Qualified Deferred Compensation Funding strategies.
Executive Bonus Plans
Our offering includes Executive Bonus Plans.
Our Expertise

Insights on Managing Your Wealth

Crystal Ball Gazing
Louis Abel, CFA®, CAIA
Investor Education – Going on a Diet: Cutting Back on Desserts from Three to Two
Steven B. Mills, J.D.
Hurricane Relief and Retirement Fund Hardship Withdrawals
Daniel Fan, J.D., LL.M., CFP®

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