Life Insurance


Life insurance is a critical part of a family’s estate as it can protect your loved ones from financial hardship in the event of your passing. Our licensed agents can help you navigate the complex world of life insurance to make sure that you choose the right amount of coverage for your family.

Protect Your Family With The Right Policy.

Insurance is essential for estate planning, and allows for qualified members to take advantage of our Pension Max Program.

The Right Policy

It is vital to ensure that you and your family have the right life insurance policy. ULTRA agents can help you choose the right policy and work with many different carriers to get you a competitive quote that fits your lifestyle.

Maintain Current Lifestyle

Life insurance provides a temporary estate that enables the surviving spouse to maintain their current lifestyle. Calculating the amount of insurance needed is based on the amount of income necessary to meet family expenses.

Types of Insurance

Term insurance is the least expensive and recommended up to retirement, while universal or whole life insurance has a savings feature and would be used for tax planning and retirement accounts.


Contact Us

501 N. El Camino Real, Suite 200
San Clemente, CA 92672

Our Team 

We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.