Products

Our platform allows access to a wide array of products with various highly rated investment and insurance companies. The valuable openness of our platform, allows us to help you find the product that is most suited for you and encourages a client experience founded on comprehensive financial planning and financial needs as opposed to a transactional relationship based on products.

Here are some of the main categories of products that we offer based on your needs.

Investments

• Index Funds
• Managed Accounts
• Mutual Funds
• Annuities

Account types

• IRA
• SEP IRA
• Simple IRA
• Profit Sharing Plans
• Defined Benefit plans
• Cash Balance Accounts
• Group and Individual 401(k) plans
• 529 plan

Insurance

Life Insurance

• Term Life
• Index Universal Life
• Guaranteed Universal Life
• Survivor or Second-to-Die Universal Life
• Variable Universal
  

  

 Disability Insurance

• Income replacement (Short term and Long term)
• Disability buyout
• Group Disability

Long Term Care

• Long Term Care insurance
• Life with Long Term Care rider

Health Insurance

• Medicare Supplements
• Group Insurance
  • Group Health
  • Cafeteria Plan

Property and Casualty ( All Lines)

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“Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA (www.finra.org) and SIPC (www.sipc.org.) Mohri Financial & Insurance Services and Mutual of Omaha Investor Services, Inc. are not affiliated. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Franklin Mohri – CA Insurance Lic# OC71568

The information provided here is general in nature. It has been obtained from sources believed to be reliable, but no guarantee is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice. Consult with your legal, tax or investment professional before taking any action based on this information. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.”