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Navigate Insurance Solutions™

Navigate Insurance Solutions™ Email Formats

Financial ServicesFlag of USAliso Viejo, California, United States1-10 Employees

Navigate Insurance Solutions™ Email Formats

Navigate Insurance Solutions™ uses 1 email format. The most common is {first name} (e.g., john@navigateltc.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@navigateltc.com
100%

Key Contact at Navigate Insurance Solutions™

Flag of US

Zach Ott

Founder

Company overview

Headquarters95 Enterprise, Aliso Viejo, California 92656, US
Phone number+18083818343
Website
NAICS52
Keywords
Extended Care, Long-Term Care Planning, Asset Based Ltc
Founded2025
Employees1-10

About Navigate Insurance Solutions™

Navigate Insurance Solutions™ is the authority in extended care planning, exclusively serving financial advisors with high-net-worth clients ages 50-65 who have $2M+ in investable assets. We specialize in modern care planning solutions that protect both client legacy and practice value. Our expertise includes: • Advanced asset-based long-term care strategies • Comprehensive case design and implementation • Full-service support from concept to completion • Practice value protection strategies • Client education and engagement resources Partner with us to: • Protect your clients' retirement assets • Preserve your recurring revenue • Access industry-leading solutions • Leverage our specialized expertise • Enhance your value proposition We offer flexible partnership models and complete back-office support, allowing you to serve your clients' long-term care planning needs while maintaining focus on your core business. Learn why 77% of advisors are missing crucial opportunities in long-term care protection. Schedule a consultation to discover how our solutions can benefit your practice and clients. CA Insurance 6015463

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Navigate Insurance Solutions™ has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Navigate Insurance Solutions™ has never raised funding before.

Frequently asked questions

Navigate Insurance Solutions™ is located in Aliso Viejo, California, US.
You can reach Navigate Insurance Solutions™ at +18083818343.
Navigate Insurance Solutions™ was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
Navigate Insurance Solutions™ has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

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tier 1 accuracy

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