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The representatives of our company are continuously educated, so that we can stay on the cutting edge. This is done with the clients well being in mind. The clients goals must be put first. These are some of the companies that we use for education and also for the safety of our clients investments.

 




The National Council of Certified Estate Planners is a professional membership organization whose purpose is Continuous Education, Dissemination of Information, and a Review Process for the Encouragement of Quality Credentials.
 
As a member of NICEP, a person must accomplish an earned designation as a CEP® and then subscribe to the tenets of NICEP. Members in good standing have no complaints in their NICEP history and have shown proficiency in the estate or financial industry.

 
Certified Senior Advisors

To constantly define the priority needs of seniors so that, through continuing education, Society members can be on the cutting edge to serve as recognized advisors.

 
The Estate Plan

The Estate Plan™ is the exclusive distributor of  The Estate Plan™ Universal Living Trusts™. 

 
National Western Life

Interstate Assurance Company of Des Moines, Iowa, has been securing lives and meeting personal financial needs since 1908.

 
Amerus Life

Putting a portion of your wealth to work for the good of others is rewarding in many ways. We experience the pleasure of giving back to our community. We can help you feel the peace-of-mind that comes from enhancing your estate. You can receive important tax advantages and benefits for you and your heirs.

 
Indianapolis Life

Indianapolis Life's companies provide high-quality insurance products and financial instruments for estate planning, wealth transfer, retirement income, and business continuation to policyholders throughout the United States.

 
Monumental Life

Monumental Life Insurance Company is a member of the AEGON Insurance Group. AEGON is an international pension, insurance, and financial services organization and ranks as one of the largest insurance/financial services groups in the world.

 

 
Allianz Group

Allianz is a company with a long history. Founded in 1890 in Germany, we are currently one of the world's leading insurance groups. Today, more than half of the Group's premium income is earned outside of Germany.

   




 

California Estate Preservation, LLC

(408) 369-8600
Toll Free (888) 825-0400
 
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Information outlined on this web-site is intended to be educational in nature and is not to be interpreted as legal advice.