About Rexford Insurance Solutions
Jonathan Perles built Rexford Insurance Solutions from a family office model from the start: insurance and risk management, compliance, investment coordination, private equity and venture access, real estate, accounting, and healthcare navigation, all run by one team instead of a list of advisors who don't talk to each other. Insurance and risk management is where most relationships begin, closing the gap between how policies are written and how they actually perform when it matters.
Advise. Structure. Implement.
Why Rexford
Advise. Structure. Implement. Every part of how we work is built around closing the gap between what's on paper and what's actually happening.
We don't just place policies. We collaborate to review operations and ensure everything actually aligns.
We observe what's happening and report back on potential challenges before they become claims. Too often, business owners get caught off guard. We make sure they're not.
Where gaps are identified, we recommend and coordinate with the right team to execute properly.
We connect operations, risk, and coverage, and step in when something doesn't add up.
We work alongside clients and their advisors to determine the right path forward across life insurance, annuities, and trust planning.
Market Access
Rexford works with major carriers across life insurance and annuities — bringing the infrastructure, underwriting expertise, and carrier access of a national firm with the focus of an independent advisor, including:
Carrier availability varies by product, underwriting requirements, and state.
No pitch. No pressure. Just a clear-eyed look at what you have, what you actually need, and whether Rexford is the right fit to help you get there.
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