Protect Your Tomorrow, Today.
At CAL Financial, we pride ourselves on being a comprehensive insurance brokerage that provides top-notch services to both individuals and businesses. Our team, led by experienced insurance agent Chad Levis, is dedicated to helping our clients navigate the complex world of insurance to find the perfect coverage for their unique needs.
Our Story
CAL Financial was founded in 2016 by Chad Levis, a seasoned insurance professional with a passion for helping people. Prior to founding CAL Financial, Chad worked as a captive insurance agent for two top-notch Fortune 150 insurance carriers. With over 20 years of experience in the industry, Chad decided to take the leap and start his own brokerage, allowing him to provide more personalized service to his clients.
Our Mission
Our mission at CAL Financial is to provide comprehensive insurance solutions to individuals and businesses, ensuring they have the right coverage to protect their assets and livelihood. We believe in building long-term relationships with our clients, taking the time to understand their unique needs and providing tailored solutions to meet those needs. Our goal is to be the trusted source for all your insurance needs, providing peace of mind and financial security.
Our Services
We offer a wide range of insurance services for individuals, including life insurance, disability insurance, long-term care, annuities, auto insurance, and home insurance. For businesses, we provide group life and disability insurance, key employee insurance, buy-sell planning, voluntary insurance plans, general liability insurance, and workers' compensation insurance.
Why Choose CAL Financial?
At CAL Financial, we pride ourselves on our exceptional customer service, personalized attention, and expertise in the insurance industry. Our team is dedicated to helping our clients navigate the complex world of insurance, ensuring they have the right coverage for their unique needs. We work with many of the nation's leading insurance carriers, allowing us to offer a wide range of options to our clients. By choosing CAL Financial, you can rest assured that you're in good hands.
Exceptional Service and Expertise
The reviews highlight the exceptional service and expertise provided by the team at CAL Financial, specifically Chad Levis and Trisha.
Patient and Informative Approach
The reviewers praise the patient and informative approach of the team, citing Chad Levis' ability to explain complex health insurance plans in a clear and concise manner. This approach has helped clients feel at ease and confident in their insurance choices.
Excellent Customer Service
Trisha is commended for her excellent customer service, with one reviewer noting that her tone and smile could be heard through the phone. The team's timely notifications and research-based approach have earned the trust of their clients.
Unmatched Knowledge and Passion
Chad Levis' knowledge of long-term care insurance, Medicare, Medicaid, and supplemental insurance is described as unmatched. His passion and care for his clients shine through in every interaction.
Positive Impact on Clients
The reviewers credit the team at CAL Financial with helping them save money on their insurance coverage, finding the best plans to suit their needs, and keeping them informed about changes in the industry.
