About Jonathan Benjamin

Licensed Life & Annuity Agent · CA Insurance License #0K71295

What I Do

I'm a licensed California life and annuity insurance agent. I help people who are near or in retirement understand their options — not by pitching products, but by explaining how things actually work so they can make informed decisions about their own money.

I don't give securities advice, recommend that anyone move money out of a retirement plan, or push products. What I do is educate. If you want to understand how an annuity works, what role life insurance can play in a retirement plan, or what "guaranteed income" really means (and what it doesn't), that's the conversation I'm here to have.

Why "The Daily View"?

Because retirement planning isn't a one-time event — it's something you look at regularly. The articles on this site are written to be genuinely useful: plain-language explanations of the financial concepts that matter most when you're approaching retirement. No jargon, no hype, no pressure.

License & Credentials

Jonathan Benjamin — Licensed Life & Annuity Agent
California Insurance License #0K71295
License type: Life and Accident & Health
Active since: February 11, 2022
Expires: February 29, 2028

Not a securities-registered professional. Does not provide securities advice or recommend liquidation of securities held in retirement accounts.

The 5 Fs

I believe retirement planning is about more than numbers on a statement. It's about the life you're building. These are the values that shape how I work:

Faith — trust built on honesty, not pressure

Family — protecting the people who depend on you

Fitness — a healthy plan for a long retirement

Finance — education first, products second

Fun — retirement should be something you enjoy, not stress about

What Working With Me Looks Like

A first conversation is exactly that — a conversation. No cost, no obligation, no pressure. I'll ask about your timeline and goals, listen to what's on your mind, and explain anything you're unclear on in plain language. If what I do isn't right for you, I'll tell you that too.

Talk to our team

Educational purposes only — not tax, legal, or investment advice. Annuity product guarantees are subject to the claims-paying ability of the issuing insurance company. Consult a professional about your specific situation. Jonathan Benjamin is a licensed California insurance agent, CA License #0K71295. This is an advertisement for insurance.