Our expertise lies in the details
It’s all about you.
Our mission is to preserve your wealth and protect your legacy.
Our custom solutions address the unique challenges related to executive benefits, succession of closely held businesses, and the preservation of wealth for high net-worth individuals. We also provide assistance with charitable planning and foreign national insurance planning.
Christina Yon,
Founder and Principal
Christina works with international and domestic clients on insurance solutions for their personal and business planning. Structuring insurance solutions for executive benefits, wealth transfer, and estate tax liquidity planning.
She balances a keen sense of advocacy for the client with meticulous attention to detail.
Whether you’re an individual looking to protect, preserve, and transfer wealth or a company seeking to improve employee retention and protection, Gateway Legacy Insurance Services can help you achieve your goals.
Our Process
Just Four Steps
You know your business or estate. We know how to protect it. How about we work together?
Step 1: Needs Analysis
Set up a confidential meeting or call to discuss your specific needs.
Step 2: Customization
We evaluate what you currently have in place and provide a customized plan just for you.
Step 3: Implementation
We work with you and/or your team to implement the strategies that we’ve designed for your estate or business.
Step 4: Ongoing Review
We provide ongoing review and maintenance to ensure the strategies are still working for you.
Ready to protect your family, your business, or your worldwide assets?
A boutique insurance brokerage firm
We create custom business planning and wealth preservation solutions.
Our clients include small to mid-size businesses, foreign nationals and high net worth individuals.
Contact
info@gatewaylegacyinsurance.com
(818)418-3088