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Specialties
Life Insurance with Living Benefits, Tax-Free Retirement, College Funding, Guaranteed Income for Life
History
Established in 2009.
Helping our clients protect their greatest assets in the event they live too long, die too soon, or get sick in between. We provide financial education and advise so our clients avoid the very common and unnecessary financial mistakes that cause so many to lose their potential wealth.
Meet the Business Owner
Bonnie C.
Business Owner
Bonnie began her career in financial services as a mortgage broker. She graduated to a position with one of the largest global mortgage bankers where she spent several years educating clients, focused on what was right for the client. Over the decades, Bonnie built her reputation as a trusted advisor. She is committed to helping them choose financial vehicles that will grow, save, and protect their greatest assets.
Bonnie Clark is Temecula’s «infinite banking specialist» and can show you how to build tax-free wealth and take advantage of the same banking strategies that the banks have been using to their advantage for centuries.