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1500 Quail St Ste 600
Newport Beach, CA 92660-2738
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Office: 949-863-5800
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Bob Waltos, CLU®, ChFC®, MSM, MSFS

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Financial Highlights

Financial stability is essential in our business. Our financial representatives must have the utmost confidence that they are representing an organization that is strong, stable and positioned for continued growth.

Our record shows there is strength in numbers; here are some of the highlights:

002  2008 2009
Total Insurance in Force $9,468,889,466.00 $9,905,722,739.00
Dividends Paid $ 29,809,255.00 $ 28,609,526.00
Disability Income Monthly Benefit $ 14,014,024.00 $ 13,985,698.00
Life Insurance Face Amount $1,099,964,620.00 $1,011,115,978.00