"After talking with you about life insurance, I was able to consider all my options with confidence."
~ D.G., Los Angeles, CA

Slide 1

"Thank you for the peace of mind! Additionally, you make getting life insurance a pleasure."
~ A.N., San Francisco, CA

Slide 2

"I am so happy to have worked with you! What felt overwhelming was much easier with your help."
~ G.F., Oakland, CA

Slide 3

"Thanks for your help with our insurance. Now I feel my family is protected for many years."
~ J.B., Berkeley, CA

Slide 4

Life Insurance Overview

~Term Life Insurance ~Universal Life Insurance ~Whole Life Insurance

Visit this section for simple, basic descriptions of different types of life insurance as well as some common uses. No need to decipher insurance gibberish this page is completely free of insurance-speak.

About Carly

Here you will find my experience and thoughts about helping people with their insurance and my philosophy on how I do business.

From the Blog

Read about different insurance topics in this section.

Cool Stuff

Whimsical things that are interesting to me.





FACT:
"Today, 70% of adults agree that they personally need life insurance. Yet only 63% own any form of life insurance."
(Source: LIMRA/LIFE Insurance Barometer, 2011)

"Carly is that rare insurance professional who combines in-depth knowledge of her field with a personal touch. She truly cares about helping her clients buy the right policy for their needs. She took the time to understand my family's financial situation and goals, then thoughtfully advised us on getting the best policy for our money. Unlike other insurance agents I've worked with, she is not out to make a quick buck, but has a long term view of each potential client. She has become a trusted advisor to my family, and we have recommended her to friends who have also been very happy with the level of service she provides. She has helped us with both Life Insurance and Long-Term Care Insurance. We feel so fortunate to have found her!" – Hillary Kilimnik, Berkeley, CA