INSURANCE
David White & Associates has been a Marin Builders member for over 50 years. At David White & Associates, we strive to build relationships with each client in order to provide the insurance programs that are the best fit for you, your family, and your business.
Your income is more than likely your biggest asset. We help you protect that asset by providing a premium discount on a Marin Builders approved and vetted Disability Income Protection Insurance program. This program offers members a choice of several comprehensive and low-cost disability insurance plans.
If you are disabled or injured, this program pays you an income of up to $20,000 tax, free per month as income replacement. In addition, you can add-on a policy called Business Overhead Expenses (BOE), where you can receive up to $20,000 per month to cover your office expenses.
In addition, David White & Associates provides guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving.
We provide many types of services and products including:
Developing financial strategies to help you reach your goals and dreams.
Creating a guide to help you navigate the investment markets and grow your portfolio.
Helping to protect your assets against losses and uncertainties.
Creating a plan to help you enjoy financial security during your retirement years.