Ornellas & Associates Insurance Services
www.ornellasinsurance.com“I am passionate about helping someone solve a problem they couldn’t solve before, even the most troublesome of issues." -Helen Ornellas, Founder We assist insurance agents/brokers and other financial professionals in simplifying the life insurance process for some of the most high-profile cases for their higher net-worth clients, especially where there is a buy-sell agreement, valuation of business, business continuation, or key person insurance coverage required. Helen is well known as a knowledgeable source of advice before, during, and after clients’ life insurance applications are submitted to selected carriers. Her commitment to delivering the highest levels of service, ensuring each application is tracked and followed through until the policy is delivered, and never giving up until she finds a solution make Helen a dependable go to for agents and brokers. Ornellas & Associates provides the crucial link between independent insurance agents/brokers and life insurance carriers to find solutions to some of the most difficult policy cases, and specializes in personalized sales support for impaired risk underwriting, business valuation, buy-sell agreements, estate equalization, key person insurance, and business continuation planning, and many other custom solutions. Whether you are an independent insurance agent or broker in property/casualty, health insurance, long-term care insurance, farm/agriculture insurance, senior market advisor, financial advisor, CPA or estate planning attorney, call Helen today and get started offering additional life insurance options to your clients immediately!
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“I am passionate about helping someone solve a problem they couldn’t solve before, even the most troublesome of issues." -Helen Ornellas, Founder We assist insurance agents/brokers and other financial professionals in simplifying the life insurance process for some of the most high-profile cases for their higher net-worth clients, especially where there is a buy-sell agreement, valuation of business, business continuation, or key person insurance coverage required. Helen is well known as a knowledgeable source of advice before, during, and after clients’ life insurance applications are submitted to selected carriers. Her commitment to delivering the highest levels of service, ensuring each application is tracked and followed through until the policy is delivered, and never giving up until she finds a solution make Helen a dependable go to for agents and brokers. Ornellas & Associates provides the crucial link between independent insurance agents/brokers and life insurance carriers to find solutions to some of the most difficult policy cases, and specializes in personalized sales support for impaired risk underwriting, business valuation, buy-sell agreements, estate equalization, key person insurance, and business continuation planning, and many other custom solutions. Whether you are an independent insurance agent or broker in property/casualty, health insurance, long-term care insurance, farm/agriculture insurance, senior market advisor, financial advisor, CPA or estate planning attorney, call Helen today and get started offering additional life insurance options to your clients immediately!
Read moreCountry
State
California
City (Headquarters)
Woodland
Industry
Employees
1-10
Founded
2013
Social
Employees statistics
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Founder / Director , Broker and Agent Services
Email ****** @****.comPhone (***) ****-****