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WHAT WE DO

Welcome to CAL Financial, a comprehensive insurance brokerage for individuals and businesses. Whether you are seeking to purchase a small term-life insurance policy, auto insurance, or insurance services for your company, chances are we can help you. CAL is contracted with many of the nation’s leading insurance carriers spanning many markets to ensure we are meeting your unique needs for both business and personal use.

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FOR INDIVIDUALS

Life Insurance

CAL Financial offers a full portfolio of life insurance products from many of the nation’s leading and highest-rated insurance companies.

Disability Insurance

CAL Financial works with five of the most reputable, highest-rated disability insurance carriers in the US market for standard to preferred markets.

Long-Term Care

CAL Financial is equipped to discuss long-term care and determine if this coverage is right for you or your family.

Annuities

CAL Financial offers both traditional fixed annuities as well as indexed annuities to suit your needs for retirement savings.

Auto Insurance

CAL Financial is partnered with leading insurance providers to offer quality coverage on auto insurance, at very competitive prices.

Home Insurance

CAL Financial offers insurance for single family homes as well as coverage for condominiums, rental properties, and much more.
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FOR BUSINESSES

Group Life and Disability Insurance

Group life and disability insurance plans provide employees with access to valuable insurance coverage at affordable prices.

Key Employee Insurance

Stay protected financially should a valued employee be unable to continue working due to disability or premature death.

Buy-Sell Planning

Protect your firm’s assets and keep your company moving forward financially by funding a buy-sell agreement with insurance.

Voluntary Insurance Plans

find unique ways to get the most benefits and perks at minimal cost with voluntary insurance plans from CAL Financial

General Liability Insurance

General liability (GL) insurance protects you from a variety of claims which can surface from your business operations.

Business Owners Policy (BOP)

BOPs combine general liability with business property insurance, making the purchase process and maintenance very easy and seamless

Workers Compensation Insurance

Workers Comp Insurance will cover the medical expenses and more of an employee who was injured on the job.
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“Chad Levis of CAL Financial has ensured my coverage needs have been met for over 15 years, and works hard to ensure I get good value for my insurance dollar. I proudly place my trust in CAL Financial for my insurance needs, you should too.”
Matt Meeker, CEO, Bark & Co (BarkBox)
“CAL Financial is a trusted source for your insurance needs. Thank you to Chad for your stellar, quality service.”
T.W., Burnsville, MN