The Lotts Agency -A Private Client Financial and Insurance Services Firm

  • Insurance Services-All
  • Insurance Services-All
675 Placentia Ave
Suite 250
Brea, CA 92821
(310) 527-1409
Hours:
Mon - Fri: 07:00 am to 06:00 pm, Sat: 08:00-5:00, Sun: 10:00 - 4:00 -After Hours; call 310-527-1409
  • About

    The Lotts Agency is a Private Client Insurance and Financial Services Firm. It is an Independent Brokerage and a dedicated New York Life Agency. While we specialize in every type of Life Insurance need, we offer the full range of asset protection for your Business, Auto & Home . We focus on the finest Disability Insurance offerings from MassMutual, and we specialize in leveraging customized Guaranteed Whole Life products from New York Life, (the finest in the World) that can protect any size business with tax deferred protection. We offer Business Overhead, Key Man Policies and the wide variety of other Life products like Convertible Term with Long Term Care options built in. Protecting your Child at the earliest age can provide financial protection for every year of his or her adult life, for any one of Human Life's needs.
    Our highly awarded General Office, can bring together a Team of professionals from anywhere in our U.S. operations, whom focus on Advanced Planning, Estate and ILIT Planning or for specific Family Members, putting a financial plan into motion that can supplement your Retirement years. Being a Mutual company, we give back to our Policyholders, not the Shareholders. We opened our doors in 1845 and have been providing Dividends every year for our Guaranteed Whole Life Policy Holders since 1854, before the dollar bill was printed; The 173 proud years of New York Life.