Helping You Navigate Your Future™ - At The Helm Insurance & Financial Services is an insurance and financial services firm serving West Hills, Woodland Hills, Beverly Hills, Chatsworth, Tarzana, Encino, Van Nuys, Sherman Oaks, Camarillo, the greater San Fernando and Conejo Valley areas, Los Angeles and Southern California. At The Helm Insurance & Financial Services offers life insurance, medical (health) and dental coverage, disability income insurance, long term care insurance (LTC), Medicare Supplement plans, senior plans, annuities, travel insurance, international medical insurance, group health, dental and vision, group life and disability, cafeteria plans (Sec 125), retirement planning, key person insurance, and much more.



At The Helm Insurance & Financial Services values you as a customer and respect your right to privacy. We know that you purchase our products and services because you trust that we stand behind our promises. We pledge our commitment to treat your information responsibly. We created this privacy policy to show you that we are working hard to protect your privacy. Our privacy policy is described below.    

We do not sell your personal information to anyone for any reason. We do not share it, except for the reasons described below, which are permitted or required by federal and state law. If we change our policy, we will tell you and give you a chance to opt out before we share your information.  

Confidentiality and security.  

We restrict access to your information to those who need it to perform their jobs. Third-party business partners are bound by law to use the information only for our purposes, including financial institutions, insurance carriers and insurance agencies with which we have joint placement. They may not disclose it or use it in any other way.    

Collecting your personal information.

We collect personal information about you from different sources. For example, we collect information you send us on applications and forms. We may collect information from a consumer‑reporting agency or a medical provider, depending on the product or service you request.    

Disclosing your personal information

  • We may disclose this information to a business that carries out services and placement for us. We may disclose your information for a legal or regulatory purpose. These include the following types of information.
  • Information we receive from you on applications or other forms. This may include your name, date of birth, address, phone number, beneficiaries, Social Security number and family member information, assets, income, and property address and value.
  • Information from your transactions with our sister companies, or us. This may include your account balance, policy coverage, payment history, premium paid, preferences, claims, and purchase method.
  • Information we receive from a consumer‑reporting agency or other report. This may include your credit report, motor vehicle and driver data, medical and employment data, loss and history reports, depending on the products you select.

Using your medical information  

We sometimes must collect medical information to provide you a product or to pay a claim. We do not use or share it for any purpose, except the following:

  • Underwriting insurance
  • Administering your policy, account, or claim
  • As required or permitted by law
  • As otherwise authorized by you


We keep the e‑mail you send to us. If you agree to receive e‑mail messages from us, we will keep the information you give us to send e‑mail of specific interest to you. If you choose to send us e‑mail, we keep your e‑mail, your e‑mail address, and our reply. Please be careful about the information you give us in e‑mail. As with any public Web site, this communication may not be secure.    

Web Links  

For information about the privacy policies of any party with a link on our site, please contact that party.


We value our customers and want you to understand how we use the information we collect. Please contact us if you have any questions about our privacy policy. We will provide you a copy of your personal information that we control and can reasonably retrieve. To access your information, you must provide the following:

  • A written request and have your signature notarized telling us what information you want and the policy number(s) of any policy you want to access. This ensures the identity of the person requesting the information.

We do not currently charge a fee to cover the cost of providing you with copy of this information. However, we do reserve the right to charge a small fee in the future.

You may request that we correct your personal information in our files. Please note that we do not control information provided by third parties. So, you will need to contact the third party to correct any information from them.    

Sometimes we obtain your consumer or credit report. If so, you may request the credit-reporting agency's name and address. You may ask the agency to give you a copy of the report.

Please send any inquiries to us at:

At The Helm Insurance & Financial Services
6520 Platt Avenue, # 854
West Hills CA 91307‑3218    

When you write to us, please include your name, address, and policy number, and your agent name and number, if you know it. You can contact your agent to change information that we control, such as your address.    

At The Helm Insurance & Financial Services
6520 Platt Ave., #854 West Hills, CA 91307-3218
Phone: (818) 888-3205   Fax:     (818) 592-6378
California License #0B59783

Disclaimer -- Privacy Policy