Insurance Products

Insurance Products

A Variety of Insurance Choices

Term Life Insurance
Term Life Insurance, an established insurance product for a set benefit amount and time period, currently provides the most value for your money. Term Life Insurance is geared to serve those individuals requiring cost-effective insurance protection for a specific amount of time. It’s common for new homeowners to purchase this type of protection to help cover the sum of the mortgage should one spouse, or partner, decease. 


Group Life Insurance
Typically offered as an employee benefit through your employer or membership in an association. Can fulfill some of your life insurance needs but may not meet them all. An inexpensive way to supplement an individual life insurance program.

Whole Life Insurance
Combines the security of lifetime insurance protection with the advantages of tax-deferred cash accumulation. Ensures that money will be available to pay final expenses, help fund college costs, pay estate taxes, care for an elderly parent or simply allow loved ones to maintain their lifestyle.
Insurance Products Image
Universal Life Insurance
Providing flexibility and certain guaranteed1 death benefit and premium costs to ensure that your financial needs won't be compromised when liquidity is needed due to an untimely death.

Variable Universal Life Insurance
Combines the security of lifetime insurance protection with the advantages of policy flexibility and tax-deferred cash accumulation through investments.  Offers flexibility and growth potential,  You determine how the policy assets are invested depending on your risk tolerance and the investment time period.

Get Started / Questions?

Learn more about a Self-Directed IRA and other ways we can assist you.  Contact the Financial Consultant in your area.

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Gene Todd
Contact Gene  

Theresa Probert
Contact Theresa  

Other Registered States
Gene Todd
Contact Me

Existing Account Support
Sarah Roberts
Contact Sarah

1 All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.

* Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details.