Insurance & Financial Services
Contact Our Office Today 888.522.7805
Providing Tailor-Made Insurance Plans

Strategies & Services

Valencia and Santa Clarita Insurance Agents

At LBW, we know it takes more than just insurance and benefits plans to manage all the risks that our clients face. That’s why we employ an array of other products, services, and strategies to provide a complete risk management program custom designed for your unique situation.

From succession plans and Buy/Sell arrangements to safety programs, employee handbook reviews, and compliance audits, we help clients shore up gaps and threats identified during our ongoing assessments. We have experts to provide Illness and Injury Prevention Programs and training on topics such as violence in the workplace and harassment avoidance. We help clients get staff certified for forklift and respirator use. LBW’s Tech Secure® division provides website reviews, cyber audits, and other information security assessments.

LBW Partnership Plans include services provided by LBW in-house consultants as well as outside trusted experts. Together, we create a package of strategies and services with the ultimate goal of controlling risks and reducing costs to ensure the long-term success of our valued clients.

Online Harassment Prevention Training is offered by our partner, Traliant.

Click below to learn more.

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Call (888) 522-7805 to learn more about our services in Santa Clarita, CA.

INSURANCE CLIENT TESTIMONIALS

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos