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.
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