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.

Who We Are  

At The Helm Insurance & Financial Services is an independent insurance agency specializing in Life, Health, Disability, and Long Term Care Insurance, as well as Annuities plus Group and Corporate Benefits. We represent more than 40 insurance carriers. This gives us the ability to find the right product and solution to meet the needs of every client, no matter what their size or need. We are licensed in the Seven states of California, Utah, Arizona, Maryland,  Ohio, Pennsylvania and Colorado.

President

Miriam Shafer Begg, CLTC, has been in the insurance industry since 1979. After graduating from the University of Oregon, Miriam began her insurance career as a Claims Representative with Fireman's Fund Insurance Company. In 1996 she became a sales agent with Genworth Financial as a specialist in Long Term Care Insurance.

In 1999, Miriam became an independent insurance agent with ICON Insurance Services, where she helped and continues to help individuals and small business owners with Life, Health, Disability and Long Term Care Insurance planning as well as Group Health Benefits.

Seeing the need to provide her clients with both insurance and financial solutions, from a wide variety of carriers, Miriam decided to create At The Helm Insurance & Financial Services. Today she is the president, and her “hands on” approach allows her to interact directly both with clients and carriers. She has earned several professional designations, including the CLTC (Certified in Long Term Care). Miriam is active in numerous professional and community organizations, including serving as the President of California Women Business Owners (CWBO) and president of the Del Rey Yacht Club Auxiliary.




At The Helm Insurance & Financial Services specializes in Life Insurance, Medical and Dental coverage, Disability Income Insurance, Long Term Care Insurance, 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, and Buy Sell/Key Person Insurance.  At The Helm Insurance & Financial Services is proud to serve West Hills, Woodland Hills, Beverly Hills, Chatsworth, Tarzana, Encino, Van Nuys, Sherman Oaks, Camarillo, the greater San Fernando and Conejo Valley, as well as greater Los Angeles and Northern and Southern California.

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

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