40+ YEARS OF EXPERIENCE/EXPERTICE
Working within the life and disability insurance industry consistently and successfully gives our clients a distinct advantage
Leaders in Excess Disability Since 1978
CONTACT US
- 5655 Lindero Canyon Rd.
Suite 706
Westlake Village, California 91362 - +1-818-879-8600
Welcome to The MB Group
Since 1978, nationally known law firms, financial advisors, business managers, corporations, professional groups, entertainers and professional athletes have trusted us to advise them on life, health, disability and long term care insurance matters.
EXPERTISE
Our key principals have over 100 years of combined experience using proprietary and innovative solutions to solve complex problems.
RELATIONSHIPS
We have solid relationships with the industry’s top insurers and underwriters. This enables us to negotiate underwriting concessions often unavailable through other insurance advisors
ACCESS
Placing quality risks with our providers for nearly 40 years gives us a distinct advantage over our competitors. Our access to the marketplace extends worldwide, bringing unique products to solve our clients’ needs.
MAKING IT HAPPEN
We work with estate planning attorneys, CPAs and financial advisors to create a team approach to best serve our clients. We make decisions with our clients – not for our clients.
Since beginning his career in 1978, Milt’s clients have enjoyed the benefits of his innovative, cost-effective life, disability and long term care insurance solutions and his exceptional service.
Corporations and high net worth clients rely on Milt for his ability to be objective and knowledgeable in solving complex problems.
A career agent with Northwestern since 1984, Michael has placed in force over $500 million of life insurance, and has collaborated with some of the most successful insurance agents in the country.
Now as a partner of The MB Group, Michael is positioned to expand his areas of expertise to provide unique and innovative insurance solutions.
Will’s 19+ years of experience and high service standards assure clients and their loved ones that planning today will protect their families for generations.
That understanding is then applied to every health insurance plan The MB Group designs, providing our clients with more cost effective health insurance solutions.
Her customer service experience and dedication to providing each client with superior services helps our office run efficiently.
Katerina’s exceptional knowledge and attention to detail enables our clients to receive timely solutions to their concerns/servicing needs.
Her focus is client relations and client service. She also works closely with over 500 agents throughout the United States in our Lloyd’s of London brokerage operation, servicing their sales and service needs.
Pam’s attention to detail and “hands-on” approach has made her an invaluable asset to our organization.
OUR PORTFOLIO OF PRODUCTS
We focus primarily on four main insurance products – Life, Health, Disability and Long Term Care.
Disability Income insurance is designed to insure loss of income in the event of a disability. Insuring earned income is the foundation to every successful financial plan.
Life Insurance is one of the most valuable financial tools which provides families and businesses with financial security.
Long Term Care provides a daily insurance benefit if the insured is unable to perform two of six basic Activities of Daily Living (ADLs) ie, bathing and dressing.
With the ever changing health insurance laws, it is critical to receive ongoing advice and direction to help control expenses and provide adequate coverage.
40+ Years Matters
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The insurance companies we represent and the clients we serve have learned to trust us.
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We deliver guaranteed products and guaranteed solutions.
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We fulfill our promise to provide ongoing superior services especially at claim time when it matters most.
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We provide creative solutions which are typically not offered by other insurance providers.
Below are four recent examples of how our industry experience has made a difference to our clients.
OUR CLIENTS SPEAK
Below are just a few of our clients’ comments.
For obvious reasons of confidentiality, many of our clients request privacy.
“I highly recommend my clients contact The MB Group regarding disability coverage. They specialize in disability coverage and our firm is very pleased with the creativity, timeliness and thoroughness of their service.”
“The MB Group has the ability to clarify difficult insurance issues. They have been invaluable in organizing our insurance programs and have provided ongoing superior service.”
“Today’s business environment is extremely competitive. The programs you helped implement not only provide us with guaranteed costs, but also helps retain our key executive group.”
“The MB Group has been invaluable in organizing our insurance programs, including life insurance, disability and health. Their careful evaluation of an existing pension plan resulted in many changes being made and left us with a more manageable and viable plan. I recommend them to you unhesitatingly.”
“You are so skilled in your profession you make mine easier and more effective when you are involved with clients I represent.”
“MB Group’s knowledge and insight of the insurance industry has made it very easy for us at Brooks Institute to decide on which avenue to choose for our executives and employees. Their expertise allowed everyone to feel comfortable with our decisions and the organization we chose to represent us.”
