Personalized Strategies for Financial Security & Legacy Protection

Comprehensive Insurance & Financial Planning

Scott Zimmerman specializes in helping high-net-worth individuals protect their assets, secure their legacies, and plan for the future with tailored insurance solutions. Whether you need life insurance, long-term care planning, or estate protection, Scott provides customized strategies designed to align with your financial goals.

Our Services

Policy Review & Optimization

Your financial security starts with ensuring your existing insurance policies align with your evolving needs. Scott provides:

  • Comprehensive Policy Analysis – Evaluating your current life and long-term care insurance coverage.
  • Cost & Benefit Optimization – Adjusting policies to improve financial efficiency.
  • Market Comparison – Finding the best A+ rated insurance carriers for optimal benefits.
Schedule a Policy Review

Legacy & Estate Planning

Ensure your wealth is properly structured and protected for future generations. Scott specializes in:

  • Tax-Efficient Wealth Transfers – Structuring policies to minimize estate taxes.
  • Asset Protection – Safeguarding wealth through advanced financial planning.
  • Business Succession Planning – Ensuring seamless transitions for business owners.
  • Trust & Estate Insurance Solutions – Tailored policies for high-net-worth families and businesses.

“Your financial legacy deserves careful planning. Let’s build a strategy that secures your family’s future.”

Start Your Legacy Plan Today

Long-Term Care (LTC) Solutions

Plan ahead to ensure quality healthcare without financial burden. Our LTC strategies include:

  • Comprehensive LTC Insurance Plans – Protecting assets from rising healthcare costs.
  • Hybrid Life & LTC Policies – Maximizing coverage while preserving estate value.
  • Customized Care Plans – Ensuring access to premium care facilities and in-home services.

“70% of people over 65 will need some form of long-term care. Are you financially prepared?”

Request an LTC Strategy Session

Business & Executive Insurance Solutions

For business owners and executives, Scott offers:

  • Key-Person & Buy-Sell Agreements – Protecting businesses from financial disruption.
  • Corporate-Owned Life Insurance (COLI) – Tax-efficient insurance solutions for businesses.
  • Employee Benefits Consulting – Enhancing retention with strategic insurance benefits.
  • Deferred Compensation Planning – Tax-efficient income planning for executives.

“Secure your business and employees with customized insurance solutions tailored for executives.”

Book a Strategy Call

Coaching for Financial Professionals

Helping financial advisors, insurance brokers, and wealth managers elevate their practice. Scott provides:

  • Advanced Sales Training – Strategies to improve client acquisition and retention.
  • Insurance Product Mastery – Learn how to structure policies effectively.
  • SAFE Framework Training – Implement Scott’s proprietary framework in your practice.
  • One-on-One Business Mentorship – Personalized coaching for growing your business.

“Transform your financial practice with expert coaching from an industry leader.”

Learn More About Coaching

See How Scott Has Helped Others Just Like You.

“Scott’s SAFE framework helped me identify gaps I didn’t even realize I had. Now, I feel confident my family is fully protected.”
“Scott’s SAFE framework helped me identify gaps I didn’t even realize I had. Now, I feel confident my family is fully protected.”Enoch Arden
“I thought I had coverage until Scott walked me through his process. Thanks to him, I now have a clear plan in place that actually works.”
“I thought I had coverage until Scott walked me through his process. Thanks to him, I now have a clear plan in place that actually works.”Nick Adams
“I’ve worked with advisors before, but no one ever broke things down the way Scott did. His SAFE framework gave me clarity and confidence in my financial future.”
“I’ve worked with advisors before, but no one ever broke things down the way Scott did. His SAFE framework gave me clarity and confidence in my financial future.”David R., Physician
“Scott Zimmerman doesn’t just sell insurance—he educates, guides, and truly protects. The SAFE plan has been a game-changer for me and my business.”
“Scott Zimmerman doesn’t just sell insurance—he educates, guides, and truly protects. The SAFE plan has been a game-changer for me and my business.”Angela L., Entrepreneur
“For years, I assumed my policy was good enough. Scott’s audit showed me the hidden gaps that could have cost my family everything. I sleep better at night knowing my future is secure.”
“For years, I assumed my policy was good enough. Scott’s audit showed me the hidden gaps that could have cost my family everything. I sleep better at night knowing my future is secure.”Mark T., Executive
“Scott made something I always found confusing finally make sense. He showed me exactly where my life insurance policy was falling short and built a SAFE plan that actually protects my family.”
“Scott made something I always found confusing finally make sense. He showed me exactly where my life insurance policy was falling short and built a SAFE plan that actually protects my family.”Jennifer M., Business Owner
“What stood out most was Scott’s honesty. He asked tough questions, pointed out risks I hadn’t considered, and then gave me solutions that made sense.”
“What stood out most was Scott’s honesty. He asked tough questions, pointed out risks I hadn’t considered, and then gave me solutions that made sense.”Brian C., Retired Engineer
“When my friends told me about Scott, I thought it was just another sales pitch. Instead, I got a trusted partner who built a protection plan tailored to me. The SAFE framework is brilliant.”
“When my friends told me about Scott, I thought it was just another sales pitch. Instead, I got a trusted partner who built a protection plan tailored to me. The SAFE framework is brilliant.”Samantha P., Attorney
“Scott gave me something no one else could—peace of mind. My estate planning and insurance now work together, and I know my family won’t face unnecessary stress.”
“Scott gave me something no one else could—peace of mind. My estate planning and insurance now work together, and I know my family won’t face unnecessary stress.”George H., High-Net-Worth Investor
“The SAFE process was eye-opening. It showed me where I was exposed and gave me a clear roadmap to fix it. I wish I had met Scott years earlier.”
“The SAFE process was eye-opening. It showed me where I was exposed and gave me a clear roadmap to fix it. I wish I had met Scott years earlier.”Lisa K., Corporate Consultant
“Most advisors focus on products. Scott focused on me, my goals, and my future. That’s why I trust him with my financial protection.”
“Most advisors focus on products. Scott focused on me, my goals, and my future. That’s why I trust him with my financial protection.”Michael D., CEO
“Scott’s approach is practical and professional. He doesn’t use scare tactics—he uses facts and strategies that make you feel empowered. I recommend him to anyone serious about protecting their legacy.”
“Scott’s approach is practical and professional. He doesn’t use scare tactics—he uses facts and strategies that make you feel empowered. I recommend him to anyone serious about protecting their legacy.”Rachel W., Wealth Manager
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21021 Ventura Blvd, Suite 200, Woodland Hills, CA 91364

Phone: 818-377-7260 Ext. 111

Direct: 818-481-9342

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