Charitable Gifting and Wealth Transfer

We offer several options to maximize your wealth transfer whether to your heirs or favorite charities. One of the strategies we can help you do is using tax-exempt life insurance. Life insurance policyowner can split the beneficiaries among two or more organizations and still retain a high degree of flexibility. We are experts on using tax efficient life insurance for wealth transfer and maximization. Please contact us for a FREE consultation and a FREE life insurance proposal.

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(949) 385-3688
Brea Office:
135 South State College Blvd
Suite# 200
Brea, CA 92821

Temple Office:
5948 Temple City Blvd
Temple City, CA 91780

Culver Office:
300 Corporate Pointe
Suite #250
Culver City, CA 90230
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GAC Financial & Insurance Services 
CA license # 0E05679
Office Hours:
Mon - Fri 9:30 to 5:30pm
Sat: By Appointment Only

(949) 385-3688
Click Here to Email Us

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Brea Office:
135 South State College Blvd
Suite# 200
Brea, CA 92821

Culver City Office
300 Corporate Pointe,
Suite #250
Culver City, CA 90230

Temple City Office
5948 Temple City Blvd
Temple City, CA 91780

Raymond Lin and GAC Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Indexed or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
Past index performance is no guarantee of future results.
CA Insurance License: 0E05679