WELCOME TO

California Life & Legacy Services

We are here to help our clients to find insurance solutions and a safe retirement planning.


How can we help you today?


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Your Insurance Journey Starts Here

Get a Free Insurance Quote

Looking for more?

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Who We Are

About Our Agency

Since 2020, California Life & Legacy Services has served Santa Monica and the surrounding California communities by protecting the people we work with just like we protect our own family members.​


​If you're not thrilled with your current insurance contact us today. 


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100% customer satisfaction guaranteed

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National Insurance Company of the Year

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Best Rates & Coverage in Santa Monica

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At Your Fingertips

Online Services

Our website is a resource to clients. Visit our online service center to find out all the ways this website can help you.

Knowledge Hub

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Life Insurance

Life Insurance secures financial support for your loved ones, covering income loss and future needs.


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Retirement Planning

Build a secure financial future with personalized retirement planning and annuity solutions for peace of mind.


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Critical Illness

Critical Illness Insurance provides financial support after a covered illness, helping manage medical and living expenses.


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Final Expense

Final Expense Insurance helps quickly cover funeral and end-of-life costs, easing the financial burden on loved ones.


Learn More About Insurance

Other Products

Client Reviews

What Our Clients Are Saying

Hear from our satisfied clients who trust us with their coverage, and experience the difference our dedication makes.

GOOGLE REVIEWS

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We met with Monica and Financial Analyst for a free Annuity Avaluation and it was the right fit for us, they explain you all fees and all upfront, very satisfied.


Peter P.

Monica is Specialist in Tax free Retirement plans, I'm so happy I found her! Thank you, I will recommend her, always!


Analía O.

I had the pleasure to meet Monica a few months ago, I was excited to start planning for retirement, this is a company that you can trust. Thank you.


Marina C.


We met with Monica and Financial Analyst for a free Annuity Avaluation and it was the right fit for us, they explain you all fees and all upfront, very satisfied.


Peter P.

Monica is Specialist in Tax free Retirement plans, I'm so happy I found her! Thank you, I will recommend her, always!


Analía O.

We’re ready to help!

Get In Touch With Us

We're here to help with any questions or needs. Reach out to our team for personalized assistance and expert guidance on your insurance.

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Tailored Insurance Solutions

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Nationwide Coverage

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Peace of Mind Guaranteed

Contact Us

Location

3110 Main St. Santa Monica, CA 90401, United States

Let's connect!

We're proud to represent great insurance carriers like:

National Life Group logo with black and gray geometric mark and text
Aetna logo in purple lowercase text on a white background
Allianz logo in blue text with a blue circular icon on a white background
Foresters Financial logo in purple with a green leaf mark
Lincoln Financial Group logo with maroon icon and text on white background
F&G Annuities & Life logo with tagline “Turning Aspirations into Reality” in purple, gold, and black
National Life Group logo with black and gray geometric mark and text
Aetna logo in purple lowercase text on a white background
Allianz logo in blue text with a blue circular icon on a white background
Foresters Financial logo in purple with a green leaf mark
Lincoln Financial Group logo with maroon icon and text on white background
F&G Annuities & Life logo with tagline “Turning Aspirations into Reality” in purple, gold, and black

We're proud to represent great insurance carriers like: