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Integrated Planning For Affluent Families & Businesses

At the Executive Benefit Alliance (EBA), we believe that good financial decisions don't have to be confusing. We'll introduce you to simple, proven techniques that will help you make informed financial decisions about the strategy, the product, and the cost of acquiring and owning life insurance, institutional investments, and executive benefit plans that may help you solve your financial problems.

Our clients are successful business owners, senior executives, financial institutions, and their advisors. With a broad range of corporate and personal planning capabilities, clients and advisors alike not only value our services and advice but the convenience of our access to independent resources, institutionally priced products, and a team of second opinion experts.

On this site you'll find our company philosophy and services. You'll also discover a wealth of information in the form of educational articles, calculators, and research reports.

We hope your visit will help you gain a better understanding of the financial concepts behind life insurance, wealth transfer strategies, and executive benefit plans.

Click HERE to learn more about EBA and its president Mark Winter.

The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid and are not indicative of future performance or success.
The EBA Difference

2393 Townsgate Road, Suite 105
Westlake Village, CA 91361
Map and Directions
Phone: 805-497-6080
Fax: 805-497-8860

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Securities offered through Kestra Investment Services,LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. EBA is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS.  EBA is not affiliated with Kestra IS or Kestra AS or NFPISI.  Kestra IS and Kestra AS do not offer tax or legal advice.
This site is published for residents of the United States only. Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 512-697-6000.
CA Insurance Lic. No. 0538734

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