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David F. Smith, Ph.D., CFP®

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(619) 876-6343


Our Life Division offers you a large array of products and solutions for you, backed up by the personal attention and support of our general agency underwriting team. With over 30 carriers, we provide you with access to the leading products to meet your specific life insurance needs.

 

  • Term
  • Whole Life
  • Universal Life
  • Indexed Universal Life
  • Final Expense Plans


Our Long Term Care Division provides the latest products

  • Annual premium
  • Single premium
  • Hybrid LTC/Life

Our Disability Income Planning Division has the expertise to design a protection plan

  • Personal needs
  • Business insurance
  • Third-party uses

We specialize in

  • High-income earners
  • Corporate executive wrap-around plans
  • High-risk occupations

    For quotes:

David F. Smith, Ph.D., CFP®

Call: (619) 876-6343

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
CA License 0766763 NC License 1313440

 







 

 

 

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© copyright 2020 David F. Smith, CFP® 6960 Feldspar Place, Carlsbad, CA 92009