Welcome to Rexford Insurance Solutions
Built to protect what matters most.
We advise families and business owners on life insurance, annuities, and retirement income strategies.
★★★★★ 5.0 on Google
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California-Based
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Lic. 6017874
Welcome to Rexford Insurance Solutions
We advise families and business owners on life insurance, annuities, and retirement income strategies.
What We Do
Imagine you're the lead character in your own movie. You've built the story so far — the career, the family, the life you wanted. But every good story needs someone behind the scenes making sure the ending actually lands: continuity, timing, the details the audience never sees but would absolutely notice if they were missing. That's our role. We work behind the scenes on your life insurance, annuities, and retirement plan — coordinating with your CPA and estate attorney — so your legacy continues the way you intended it to.
Coverage built around the estate you have today, including premium finance and buy-sell strategies.
Fixed and indexed annuities structured around a long-term retirement and wealth transfer plan.
Retirement planning built around life insurance and annuities — the difference between night and day.
Insurance, beneficiary designations, and legal documents aligned so nothing contradicts itself.
Not Sure Where to Start?
Answer a few quick questions and we'll point you to a starting product — no pressure, no obligation. We'll always confirm the right fit with you directly before anything is placed.
Based on your answers
This is a starting point, not a final recommendation — every plan is different. Let's confirm the right fit together.
Thanks — Jonathan will follow up shortly.
Life Insurance
Estates grow. Coverage rarely keeps pace. We start with education — walking through what you've built, what's actually at risk, and what it takes to transfer it the way you intend.
We collaborate directly with your CPA, estate attorney, and wealth manager so every piece of the plan is aligned before anything is placed.
Discuss Your Legacy PlanAnnuities
Fixed and indexed annuities can provide guaranteed income and downside protection — but only when they're structured around your actual retirement timeline and estate plan.
We walk through how an annuity fits alongside your other assets before recommending one.
Discuss Guaranteed Income
Legacy Planning
Unexpected risks, market changes, taxes, and life events. We design customized life insurance, annuity, disability, and long-term care strategies to help protect what matters most.
The policy was placed 15 years ago by someone who moved on. The estate grew. The coverage didn't. Nobody noticed until it was too late.
Solution
We start with education. Before anything gets placed, we walk through what you've built, what's actually at risk, and what it takes to transfer it the way you intend.
Your estate has grown. New assets, new structures, new family dynamics. But your coverage looks exactly like it did when you first signed.
Solution
We rebuild around the estate you have today — whole life and term coverage, plus fixed and indexed annuities structured around a guaranteed income and long-term wealth transfer plan.
Your CPA, your estate attorney, your wealth manager — they each have a piece of the picture. If nobody has aligned the insurance around the full plan, there are gaps nobody knows about.
Solution
We collaborate with your CPA, attorney, and wealth manager to make sure every piece of the plan is aligned before anything is placed.
Many families have a will that's decades old — or no trust at all. Without one, the estate goes through probate: public, slow, and expensive.
Solution
We coordinate with your estate attorney so insurance, beneficiary designations, and legal documents move together and nothing contradicts itself when the estate transfers.
Life insurance gets harder to qualify for every year you wait. For some, it becomes too costly. For others, health changes take it off the table entirely. The window to lock in coverage is smaller than most people think.
Solution
We help you apply while you still qualify — locking in your rate and coverage now, before age or health changes what's available to you.
Traditional retirement accounts get taxed on withdrawal, and market downturns can shrink your nest egg right when you need income most.
Solution
An Indexed Universal Life (IUL) policy is funded through your premium payments — part covers the cost of insurance, and the rest builds cash value credited based on a market index's performance, with a floor that protects you from market losses. Once that cash value has grown, you can access it income-tax-free through policy loans, creating a flexible income stream in retirement. And if you never need to touch it, your family still receives a death benefit.
No Obligation
Tell us what you're trying to protect. We'll put together a clear picture of your options — no pitch, no pressure.
Get Your Complimentary Quote →Client Reviews
"Jonathan is amazing! He is patient, thoughtful and honest. If anyone needs insurance — he's your guy!"
Jonathan Hoenig
Google Review
"Incredible service. Trusted advice. Thorough analysis. Super responsive and patient with rounds of questions."
Douglas Schiller
Local Guide · Google Review
"Jonathan at Rexford Insurance Solutions provided excellent guidance for my life insurance. Professional, clear, and trustworthy."
Rachel Victor
Google Review
"Very honest, knowledgeable, and was able to explain everything clearly. A wonderful experience from start to finish."
John Partouche
Google Review
Education
Practical guidance for families and the advisors who serve them.
Read Our Insights →No obligation. No pitch. Just a fresh set of eyes on your current life insurance and annuity coverage.
Most families are surprised by what we find.
Get In Touch
We're happy to be a resource. Whether it's a legacy planning question, a guaranteed income strategy, or a client situation that needs a second opinion — reach out.