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REACH OUT TO US

Do you have Questions About:

  • Adding additional funds to your current policy?
  • Rolling qualified funds into an indexed annuity?
  • Reviewing your current Life Insurance?
  • Making a withdrawal or setting up Required Minimum Distribution?
  • Updating your account information?

We are always ready to help with any questions.

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Allianz

American Equity

Minnesota Life

National Western

TDAmeritrade/FTJ Fundchoice 

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Athene

Fidelity and Guaranty Life 

Great American

LegalShield

Lincoln Financial

Midland National

North American

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Secure your retirement and ensure peace of mind. Contact us today for tailored advice and support. Providing Safety, Creating Peace of Mind.

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Our Company

*Backed by the claims paying ability of the carrier.

**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By filling out a form on this site, you agree to receive communications and marketing from Evergreen Team Insurance ONLY. If you do not wish to receive marketing emails or texts from us please check the opt out box on our contact form.


Jennifer Leids, Steve Katz and Jared Katz CA, Investment Advisory Representatives (IARs), offer advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. GWM and Evergreen Team Insurance Marketing are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Evergreen Team Insurance Marketing, LLC CA Ins Lic# 0K95213 and Jennifer Leids CA Ins Lic# 0G27351/Steve Katz CA Ins Lic# 0F80752/Jared Katz CA Ins Lic# 4214496.

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