More Than Just Insurance
Custom financial solutions that grow with your career
You've invested a lot into the education, skills and experience needed for you to generate an above-average income. The #1 determinant of your financial success is your ability to earn an income. Protect your #1 asset—yourself—so you can reach your financial goals no matter what happens.
Looking to ensure your financial future is taken care of?
We can provide you with a custom financial strategy that’s just for you.
Contact UsWhat Solution Is Best For You?
Short Answer: It Depends.
Our insurance and financial plans are anything but cookie cutter. We build custom plans for professionals like you, that suit your unique needs and goals. We can protect your health, your income, your savings, and your future.
Investing For The Future You
You’ve already invested so much in yourself and your career. Now is the time to safeguard your future and start protecting your earning potential now. With the right insurance, you can protect your greatest asset (you), and financially take advantage of your prime earning years.
We can help you invest in yourself:
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Infinite Banking
Our Motto
No Pressure. No Rush.
You’ll never be pressured or rushed into making a big decision. Ever. We’re here to support you and give you guidance, but only you know what is truly best for you and your financial future.
Looking to ensure your professional future is always bright?
We can provide you with a custom financial strategy that’s just for you.
Contact UsOur Process
Our multiple meetings process lets us get to know you and the goals you have for your future. Our no pressure, no rush philosophy means that we won’t rush you to make any decisions. We are driven by satisfied clients that choose what’s best for them, not by sales targets or commissions.
Step 1
Meet Us in Person (Zoom)
Our first meeting helps us get to know you, and your family. We ask some tough questions and work with you to put your financial goals on paper. It’s important to us to know where you are coming from, what’s important to you, and where you see yourself in the future.
As a COVID-19 precaution, all meetings are held via Zoom video chat until further notice.Step 2
In-Depth Analysis
This is where we take your goals, and build you your very own financial and insurance plan. We investigate every option, ensuring that we are providing you with the best plan possible for you.
Step 3
We Meet Again
Now that we’ve crunched the numbers, our second meeting is all about your options. Walking you step-by-step through your custom proposal means that you’ll know exactly what’s available to you, and you’ll have a chance to ask all the questions you want. We’re here to help.
Step 4
You Get Insured
Supporting you is our main concern, you’ll never feel rushed or pressured. Moving forward with your proposal is always your choice.
We hope we can welcome you to the Safe Pacific family, where we can work together to meet your goals for many years to come.
At all times throughout this process, our discussions are 100% private and confidential.
We Work For You
Being independent means we
answer only to our customers
We only do what’s right for our clients. Being independent means that we only have your best interests at heart. We don’t get any special treatment from any provider over another, so we find what’s truly best for you.