Wilson & Associates

Wilson & Associates I am a Financial Services Professional offering securities products and services. I am not licensed in all jurisdictions.
0H84812 licensed in CA.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

140 Via Verde Ste #200
San Dimas, Ca 91773
(909)528-0069

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0H84812.

Major Life Events Should Trigger a Policy Review: Marriage, buying a home, having children, or starting a business are a...
06/17/2026

Major Life Events Should Trigger a Policy Review: Marriage, buying a home, having children, or starting a business are all good reasons to review your life insurance needs.

According to industry studies, many retirees worry more about running out of money than they do about death—one reason a...
06/16/2026

According to industry studies, many retirees worry more about running out of money than they do about death—one reason annuities are often used to create predictable lifetime income.

Life insurance proceeds are generally income tax-free to beneficiaries. This can provide financial support without creat...
06/16/2026

Life insurance proceeds are generally income tax-free to beneficiaries. This can provide financial support without creating a federal income tax burden.

Not All Annuities Are the Same: There are several types of annuities, including fixed, indexed, and variable options. Un...
06/15/2026

Not All Annuities Are the Same: There are several types of annuities, including fixed, indexed, and variable options. Understanding the differences is important when deciding which solution may fit your financial goals.

06/12/2026

"Live in the sunshine, swim in the sea, drink the wild air."

Most people overestimate the cost of life insurance. Industry studies have consistently found that consumers believe ter...
06/11/2026

Most people overestimate the cost of life insurance. Industry studies have consistently found that consumers believe term life insurance costs 2–3 times more than it actually does, causing many to delay purchasing coverage. Contact us for a no cost consultation.

Like most life insurance, mortgage protection insurance eases the financial burden of your loved ones. It is an affordab...
06/10/2026

Like most life insurance, mortgage protection insurance eases the financial burden of your loved ones. It is an affordable way of ensuring that your home is paid for no matter the circumstances. Cancer, stroke, heart attack, injury, death—your family will never be in jeopardy of losing its home as long as you put a custom mortgage protection insurance plan in place.

Final expense insurance is a perfect alternative to traditional life insurance because it is more affordable, no medical...
06/09/2026

Final expense insurance is a perfect alternative to traditional life insurance because it is more affordable, no medical exam is required, and premiums will not increase over time.

Fast Fact: 34 percent of individuals aged 18 to 24 own life insurance, whereas 57 percent of individuals aged 65 and old...
06/08/2026

Fast Fact: 34 percent of individuals aged 18 to 24 own life insurance, whereas 57 percent of individuals aged 65 and older own life insurance according to LIMRA’s Insurance Barometer Study.

Enjoy The Weekend! “Golf is a good walk spoiled.”
06/05/2026

Enjoy The Weekend! “Golf is a good walk spoiled.”

Address

San Dimas, CA
91773

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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