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Other Financial Services

In addition to Wealth Management, Investment Advisory, Financial Planning and Asset Allocation Strategies, we provide other services*:

Life Insurance

We offer a variety of products including Term, Whole Life, Universal and Variable Universal via many providers. CA Insurance License 0C15306.

We’ve been reviewing and offering solutions to help protect and preserve estates for over a decade.

We can assist in processing death claims, change in ownership or review advanced strategies to solve for death benefit or cash value in the future.

We offer a complimentary review of current life insurance or annuity policy.

Real Estate & Home Loan Services

Team led by Richard Reynolds, to purchase primary, investment commercial or residential property; Lending, Home Equity Lines, Refinancing, and Investment Opportunities.

Click here to learn more about our Real Estate and Home Loan Services.

These services are a separate division from our investment business. Please contact us at 858.964.0977 for more information.

California Department of Real Estate Licenses 01356630.

The website information being provided is strictly as a courtesy. When you link to any of these web-sites provided herewith, SagePoint Financial, Inc. makes no representation as to the completeness or accuracy of information provided at these sites and should not construe directly or indirectly, any information therin as an offer to buy or sell any securities mentioned.