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We can access many different insurance products so you can get the right one for you.
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.
Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.
Hi, I am Warren Klein Owner and Agent. I began my career with New York Life in 1991 where I quickly became one of the top 20 agents. Over the span of my career I have taught Life Underwriter Advanced Training Courses, mentored new agents and had the privilege of helping thousands of individual and small business clients. My team and I will assist you in the areas of Life, Health, Disability Insurance, Long Term Care and Estate Planning. With over 30 years in the business we have the talent and expertise to help keep you safe. We use Life and Disability as tools that can assist you in the support of the goals you have established. We have used these tools for planning corporate buy sell agreements, securing lender requirements and the liquidity that life insurance uniquely provides.
Life Insurance provides a growing role in tax favored savings. Today there are four types of Life Insurance products that will address your risk profile and provide a compelling advantage to other types of investments. I can help you understand and utilize these components to improve your portfolio.
My Health Insurance practice provides expertise to small groups, individuals and seniors. I personally review each clients coverage annually and with my team we provide each client with a high degree of service follow through. My business is based mainly on referrals. I limit my growth in order to provide the highest level of attention to you, your business and employees.
The Klein Insurance Services Teams strengths include service and attention to detail. Our lives change and your program needs change with it. Periodic reviews are essential to maintaining the type of coverage you want for family, business and estate planning.
Reviews keep pace with changes in the industry. We only need to look at Long Term Care to witness an evolving market that has had a tremendous impact on increased pricing and benefits of the product. Life Insurance has recently been re - priced and guarantees were limited for some carriers.
Feel free to call and chat without concern of being "sold".
Partnering with strategic advisers and experts my team is ready to answer any questions related to Life, Health, Disability, Retirement, Buy-Sell and Estate Planning. Each of my Team members has over 20 years of experience in their specialty.
DAYNA MEYER - Office Manager at Desert Ear Nose and Throat Inc.
I would highly recommend Mr. Warren Klein and the services that he provides. He is truly an Agent extraordinaire. He is a wonderful asset to our Practice and we are very pleased with his continued performance for us!
DOUGLAS BLACK - Designer / Specifier at Indoff Office Interiors
I have known Warren for almost 25 years. I have always found him to be helpful, caring and very knowledgeable about everything related to life and health insurance. It's rare to find a counselor who genuinely puts your interests above his own, and Warren is that counselor. And he actually has a sense of humor!
CYNDY LANE - Director at Life Sciences Product Marketing On Demand
I highly recommend Klein insurance. Warren is very patient with new businesses signing up for group insurance for the first time. He is extremely responsive.
RICHARD SEIREENI - Founder and Co=Partner at Seireeni Chinn Brand Architects
I have been working with and recommending Warren for many years. He has explained the complex and often confusing choices in insurance clearly and helped guide me to the best results. I strongly recommend Warren Klein.
44489 Town Center Way Suite D266 Palm Desert, CA 92260
(760) 203-4337 Office (760) 203-4338 Fax Email: kleininsurance@dc.rr.com
Monday - Friday: 9am - 6pm
Saturday: 10am - 2pm
Sunday: Closed
Did you know Life Insurance can reduce tuition costs? The cash value of Life Insurance isn’t considered a parental asset and may be excluded from financial aid calculations. Plus, interest earned on the cash value grows tax-deferred! If you’re struggling to track down funds for your child’s education, cash value life insurance may be the solution.
Give us a call at (760) 203-4337 to discuss your options or use the link below to get a FREE quote now in minutes!