Your Life. Your Legacy. Your Financial Future

Comprehensive Insurance & Financial Services

Newline Financial & Insurance Solutions is a full-service brokerage offering a wide range of insurance, financial planning, estate planning, and real estate support services.

Life Insurance

Protect your family with policies tailored to fit your lifestyle and long-term goals.

We help with:

  • Term Life Insurance

  • Whole Life Insurance

  • Universal & Indexed Universal Life (IUL/GUL)

  • Mortgage Protection

  • Final Expense/Burial Insurance

  • Living Benefits

Medicare Coverage

Navigate Medicare with confidence.

We help with:

  • Medicare Advantage Plans

  • Medicare Supplement Plans

  • Prescription Drug Plans (Part D)

Estate Planning

Ensure your assets are protected and your legacy is honored.

Solutions include:

  • Wills

  • Trusts

  • Power of Attorney

  • Asset Protection

Financial Planning

Build a financial roadmap that supports your dreams.

Services Include:

  • Retirement Planning

  • College Planning

  • Investment & Wealth Strategy

  • Annuities

Real State Support

From buying or selling a home to investment strategies, we offer guidance that supports your long-term financial wellbeing.

Testimonials

John Doe

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Jane Doe

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Newline Financial & Insurance Solutions
Licensed & Appointed with All Major Carriers


Life Insurance • Medicare • Estate Planning • Real Estate •Retirement & Investment Planning

Call:

951-425-8806

Site:

agent-addy.com

License Number: 4490385

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