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Peace Of Mind Wealth Management
IndustryInsurance: life and annuity Agency
FoundedMay 18, 2019 (2019-05-18)
Headquarters,
United States
Key people
Alan Wen (Co-Founder and CEO), Cynthia Wen (Co-Founder and President)
Websitehttp://peaceofmind.space/

Peace Of Mind Wealth Management is a group of financial service agency companies that offers life insurance and annuity products for individuals, families, and businesses. It is an independent firm (IMO) for TOP insurance companies such as Allianz Life, AIG, American National Insurance Company, Athene, Global Atlantic, National Life Group, Nationwide Mutual Insurance Company, Pacific Life, Pen American.

History

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POM Insurance Agency Inc, the predecessor company of Peace Of Mind Wealth Management, was chartered on May 18, 2019. POM Insurance Agency Inc offers a range of life insurance coverage from TOP insurance companies such as Allianz Life, AIG, American National Insurance Company, Athene, Global Atlantic, National Life Group, Nationwide Mutual Insurance Company, Pacific Life, Pen American, as well as other financial services such as annuities.

The company is based in San Mateo, California. Several member companies make up Peace Of Mind Wealth Management, including POM Insurance Agency Inc, Quantum AI Financial & Insurance Agency, United Finance Alliance Inc, and Peace Of Mind Life Foundation.

Charitable Efforts

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The Peace Of Mind Life Foundation sponsors various charitable events and programs focused on children, students, and educators.

Products

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Peace Of Mind Wealth Management offers both term and permanent life insurance via its agency company members POM Insurance Agency Inc and Quantum AI Financial & Insurance Agency. Under permanent life insurance, the companies offer Whole Life, Universal Life, Indexed Universal Life (IUL), and Guaranteed Universal Life (GUL).

Peace Of Mind Wealth Management offers Fixed Annuities and Indexed Annuities via its agency company members POM Insurance Agency Inc and Quantum AI Financial & Insurance Agency. Including Deferred Annuities and Immediate Annuities.

Carriers

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Allianz Life (Allianz Life Insurance Company of North America) provides annuities and life insurance products in the United States in all states except for New York. In New York, annuities and life insurance products are offered by Allianz Life Insurance Company of New York (Allianz Life of NY).

American International Group, Inc., also known as AIG, is an American multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions.

National Life Group, In 2018, the company received "A" ratings from credit agencies. This included AM Best (A, Excellent), Standard & Poor's (A+, Strong), and Moody's (A2, Good). The company was also included in the Fortune 1000 list and America’s Magnificent Eight Exceptional Businesses.

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Category:Insurance companies of the United States Category:Reinsurance companies Category:Financial services companies established in 2019 Category:Companies based in San Mateo County, California Category:Insurance companies based in California Category:San Mateo, California Category:2019 establishments in California