About Us – Lineage Insurance Services - Lineage Insurance Services

Welcome to Lineage Insurance Services

At Lineage Insurance Services, we believe that life insurance is more than a policy — it’s a promise. A promise to protect your family, secure your future, and build a legacy that lives beyond you.

Protecting Futures. Preserving Legacies.

At Lineage Insurance Services, we believe that life insurance is more than a policy — it’s a promise. A promise to protect your family, secure your future, and build a legacy that lives beyond you.
We understand that life is full of uncertainties — and your financial security shouldn’t be one of them. That’s why we offer more than just insurance products. We offer personalized guidance, retirement readiness, and peace of mind.

Numbers Speaks

15

Years of experience

3200+

Families Protected Across the USA

$25M+

In Coverage Secured for Clients

We make life insurance simple & Powerful with Our Process

1. Consult

We start with a friendly, no-obligation consultation to understand your needs, family situation, and financial goals.

2. Customize

Our experts design a tailored coverage plan that fits your budget, lifestyle, and future protection needs.

3. Cover

We guide you through a smooth application process so your coverage starts quickly

lineage insurance services

Our Mission

At Lineage Insurance Services, our mission is to provide individuals and families with reliable, affordable, and personalized life insurance solutions. We aim to remove the confusion around insurance and replace it with clarity, trust, and peace of mind — so you can focus on living, knowing your loved ones are protected.

Our Vission

“A future where every family feels financially safe — no matter what life brings.”
We envision a world where life insurance is seen not as a burden, but as a smart, empowering choice that builds lasting security. Our goal is to be the most trusted name in family protection, recognized for integrity, care, and delivering real results when it matters most.

Why Choose Lineage?

At Lineage Insurance Services, we combine real-world experience with a deep commitment to our community. As a veteran-owned business rooted in California’s Central Coast, we understand the value of trust, transparency, and service. With licensed expertise in insurance and financial planning, we’ve helped countless families and individuals gain clarity, control, and confidence over their financial future. Our approach is simple — honest guidance, judgment-free support, and solutions tailored to your real-life goals. Let us be the partner you can count on for long-term peace of mind.

Lineage Insurance Services Michael

Meet Your Financial Advocate

With over a decade of experience in the financial and insurance industry, Michael brings a hands-on, client-first approach rooted in service, trust, and clarity. As a proud veteran and a resident of California’s Central Coast, he understands the unique financial challenges that families face — and he’s here to guide you with no-pressure, judgment-free support. Whether you're looking to consolidate your debts or secure your family's future with affordable term life insurance, Michael’s approach is built around one principle: making financial protection simple, personal, and accessible. My mission is to help families and individuals gain financial peace of mind with honest, affordable solutions.

What Sets Us Apart

No-Medical-Exam Quotes

📋 No-Medical-Exam Quotes – Fast, hassle-free applications

Debt Reduction Planning

💰 Debt Reduction Planning – Learn how to become your own bank using IBC

Personalized Support

🤝 Personalized Support – One-on-one consultations with real humans

Retirement-Ready Strategies

📈 Retirement-Ready Strategies – Protect wealth & maximize growth

Legacy-Centered Planning

🛡️ Legacy-Centered Planning – It’s not just about today — it’s about generations
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