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.

How does term life insurance work? You pay a monthly or annual premium to keep the policy active. If you die while the p...
06/03/2026

How does term life insurance work? You pay a monthly or annual premium to keep the policy active. If you die while the policy is in force, your beneficiaries receive the death benefit. If the term expires and you are still living, coverage typically ends unless the policy is renewed or converted.

A typical Individual Disability Income Protection plan starts to pay benefits after you have been off work for 1 to 6 mo...
06/02/2026

A typical Individual Disability Income Protection plan starts to pay benefits after you have been off work for 1 to 6 months, and pays benefits for several years or until retirement age, depending on the policy.

As your needs change over time, an independent agent can continue reviewing your policies and recommend updates or bette...
06/01/2026

As your needs change over time, an independent agent can continue reviewing your policies and recommend updates or better options without requiring you to start over with a new company.

Contingent Beneficiary: Is a secondary beneficiary who will receive the death benefit if the primary beneficiary dies be...
05/29/2026

Contingent Beneficiary: Is a secondary beneficiary who will receive the death benefit if the primary beneficiary dies before the insured.

Fast Fact: Life insurance isn’t just for final expenses—it can help your family cover the mortgage, everyday bills, and ...
05/28/2026

Fast Fact: Life insurance isn’t just for final expenses—it can help your family cover the mortgage, everyday bills, and future education costs.

Fast Fact: Some permanent life insurance policies can build cash value over time, which may be borrowed against in certa...
05/27/2026

Fast Fact: Some permanent life insurance policies can build cash value over time, which may be borrowed against in certain situations.

Life Insurance 101: Specific policies, including simplified issue coverage have no medical exam requirements for underwr...
05/26/2026

Life Insurance 101: Specific policies, including simplified issue coverage have no medical exam requirements for underwriting. Instead, you only have to answer a series of questions about your medical history. It benefits those that may have a pre-existing condition.

An annuity can help you meet many different types of investment goals. Which type of investment option is “smarter” for ...
05/25/2026

An annuity can help you meet many different types of investment goals. Which type of investment option is “smarter” for you will depend on your risk tolerance, income needs and overall financial goals.

Enjoy Memorial Day Weekend!“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and mos...
05/22/2026

Enjoy Memorial Day Weekend!
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.”

Fast Fact: The “Cash Surrender Value: is the cash amount you would get if you voluntarily terminate coverage before a po...
05/21/2026

Fast Fact: The “Cash Surrender Value: is the cash amount you would get if you voluntarily terminate coverage before a policy becomes payable by death or maturity. The amount is the cash value stated in the policy, minus a surrender charge, any outstanding loans and interest on those loans. The cash value represents the savings component of a life insurance policy, since you can access the money relatively quickly if you need to.

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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