Equity Management Insurance Services
Peace of mind starts here!
WE’RE HERE TO HELP | (805) 208-9563
COVID-19 Update: EMIS is ensuring the health and safety of our employees and customers while continuing to provide high-quality service.
Let Equity Management Insurance Services Work for You!
We are all about accumulation of assets, preservation of assets and distribution of assets tax free whenever possible!
Under these categories there are several tools that can be used to accomplish your goals and hopefully more efficiently than what you are currently doing. We are proud to say that we use “no risk strategies”!
Here are some of the products and strategies that we use and have in our tool box. The most important strategy we have is “thinking outside the box”, and hopefully we will have the opportunity to show you, remember, “you don’t know what you don’t, do you?
To learn more and understand your options,
Speak with an EMIS professional today.
Call (805) 208-9563
Long-term Care
Long-Term Care planning is vital during your retirement, not only will it help to protect your assets that you worked hard to accumulate, but it is also making sure that you will receive the kind of care that you deserve at your home or in a care facility.
Life Insurance
Our goal is to help you acquire the right life insurance coverage that pays off your financial obligation should you pass and ensure your loved one inherit you possessions free and clear. It cost you nothing but a little time to meet with us so we can assess needs. We’ll do the research and hopefully come back with the coverages you need!
Indexed Annuities
Are there different types of annuities and the types you select will be based on your timelines and objectives such as, income for life, differing taxes, passing on assets and growth of wealth! We have different methods of showing you how to fund what you are trying with very little out of pocket and in some case Zero out of pocket.
What Customers are Saying About EMIS
Our satisfied customers is a testament to our success. As the leading provider in Long-term care, Life Insurance and Indexed Annuities, EMIS has helped hundreds of older adults achieve a better retirement, coverage of loss, and care.
Hear directly from our customers about we have helped them improve their financial picture.
WE’RE HERE TO HELP | (805) 208-9563
To learn more and understand your options, chat with an EMI professional today. Call us or submit utilize the form below.
