Insurance Solutions for the Seasons in Life

Helping Businesses & Families leverage their cash and cash flow more effectively to cover their Risk Management areas.
Life Insurance (Term, Universal, Indexed, Whole Life to cover... Buy-Sell funding, Business Continuation, Key Person, Deferred Comp., Mortgage Protection, College Education, Estate Taxes, Estate Creation & Conservation, Charitable & Legacy Giving;

Specializing in LONG TERM CARE solutions since 1988: Traditional & Partnership LTC plans, plus Life/LTC hybrid plans (lifetime, limited & single pay).

Disability Insurance for indiviuals, Business Overhead Expense, & Buy-Sell Buyout plans.
Contact information...
Email: Dale@DBerryFinancial.com
805-490-7621 cell; 805.413.0259 fax
2659 Townsgate Rd. Suite 103, Westlake Village, CA 91361

Resident of the Conejo Valley since 1960

Dale L. Berry, Certified Financial Planner, CLTC

Life Insurance- Term, Universal, Indexed, Whole Life to cover Buy-Sell funding, Business Continuation, Key Person, Retirement Income strategies, Mortgage Protection, College Education, Estate Conservation & Creation, Charitable & Legacy Giving; Disability, Health and Long Term Care insurance

Anthem Blue Cross

Insurance Solutions for the Seasons of Life... Life, Health, LTC, & DI
Dale L. Berry, Certified Financial Planner (TM), CLTC (Certified in Long Term Care) Personal Sales, Joint Cases & Full Agent Brokerage for Life, Disability & LTC insurance.