Integrated Planning For Affluent Families & Businesses

At the Executive Benefit Alliance (EBA), we believe that good financial decisions don't have to be confusing. We'll introduce you to simple, proven techniques that will help you make informed financial decisions about the strategy, the product, and the cost of acquiring and owning life insurance, institutional investments, and executive benefit plans that may help you solve your financial problems.

Our clients are successful business owners, senior executives, financial institutions, and their advisors. With a broad range of corporate and personal planning capabilities, clients and advisors alike not only value our services and advice but the convenience of our access to independent resources, institutionally priced products, and a team of second opinion experts.

On this site you'll find our company philosophy and services. You'll also discover a wealth of information in the form of educational articles, calculators, and research reports.

We hope your visit will help you gain a better understanding of the financial concepts behind life insurance, wealth transfer strategies, and executive benefit plans.

Click HERE to learn more about EBA and its president Mark Winter.

The EBA Difference

2393 Townsgate Road, Suite 105
Westlake Village, CA 91361
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Phone: 805-497-6080
Fax: 805-497-8860
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Securities and Investment Advisory Services offered through NFP Advisor Services, LLC(NFPAS), Member FINRA/SIPC. EBA is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of NFPAS.  EBA is not affiliated with NFPAS and NFPISI.  NFPAS does not offer tax or legal advice.
This site is published for residents of the United States only. Representatives of NFPAS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPAS Compliance Department at 512-697-6000.
CA Insurance Lic. No. 0538734