Platinum Life Financial Services

Platinum Life Financial Services Our mission to help individuals create the life they want to live while protecting their loved ones and planning their financial legacy.

Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies We work with you to provide a clear financial strategy to go from where you are to where you want to be through:

• Financial Needs Analysis
• Financial Goal Setting
• Strategies to Pursue Your Goals

Insurance Protection
Life's scenarios can vary from person to person, and from family to famil

y. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:

• Life Insurance
• Disability Insurance
• Long Term Care Insurance (U.S. Only)
• Segregated Funds (Canada Only)
• Guaranteed Interest Accounts (Canada Only)

Retirement Strategies
The truth is, we’re living longer. We can help prepare you to enjoy those golden years to the fullest with the retirement strategy of your choice:

• Annuities
• Registered Retirement Savings Plans (Canada Only)
• Tax-Free Savings Accounts (Canada Only)
College Funding Plans
Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:

• Preparing for college (U.S. Only)

Business Strategies
For the small business owner, we provide financial and investment strategies for you, your employees, and your business, including:
‍
• Insurance Strategies
• Retirement Strategies
• Executive Compensation (U.S. Only)
• Business Continuation Programs (U.S. Only)

Estate Preservation
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:

• Charitable Strategies & Trusts (U.S. Only)
• Life Insurance Trusts (U.S. Only)
• Wealth Replacement Trusts (U.S. Only)
• Life Insurance (Canada Only)
• Annuities (Canada Only)

06/03/2026

Life changes fast and your insurance should keep up. I've seen too many families caught off guard when their old policies don't cover their new reality. Tag someone going through a major life change right now.

Seeking highly motivated, coachable individuals, who are interested in building a career This is not a job. DME Charlott...
03/01/2026

Seeking highly motivated, coachable individuals, who are interested in building a career This is not a job. DME Charlotte Austin, CEO of Platinum life 323-303-7574.

02/11/2026
12/23/2025
10/13/2025

If you’re interested in learning more about what I do slide by TikTok, let’s talk about it

10/13/2025

If you are a highly motivated person, love, helping other people, I’m looking for you. Requirements are only that you pass a background check. I’ll teach you the rest DME 323-303-7574 Charlotte Charlotte Austin CEO Platinum life

Address

1343 E Gladstone Street #300
Glendora, CA
91740

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