We Vet. We Give. You Thrive.
You Built Something Worth Protecting.
We Help You Protect It — and Your Plan Does the Rest.
Financial Planning with Purpose — For the Business You Built and the Community It Serves.
Protect What You Built. Let Your Plan Do The Rest.
Financial Planning with Purpose — For the Business You Built and the Community It Serves.
You did not build your business in isolation. You built it in a community — drawing on the talent, the customers, and the goodwill of the people and places around you. FundaDream helps you protect what you built — and is a firm that directs a portion of its corporate revenues to the communities its clients call home.
You did not build your business in isolation. You built it in a community — drawing on the talent, the customers, and the goodwill of the people and places around you. FundaDream helps you protect what you built — and is a firm that directs a portion of its corporate revenues to the communities its clients call home.
What FundaDream Does for Business Owners & Employers
FundaDream partners with financial professionals who specialize in the planning needs that matter most to business owners and employers — and is a firm that directs a portion of its corporate revenues to IRS-recognized 501(c)(3) youth athletic organizations serving the communities those businesses are part of.
Running a business is the most complex financial situation most people will ever face. The decisions you make — about protection, succession, your people, and your future — carry consequences that extend far beyond a personal balance sheet. FundaDream connects you with vetted professionals equipped to address that complexity, as part of a firm whose operating model includes a genuine commitment to the communities those businesses serve.
How It Works
Your Business is Protected
A vetted FundaDream professional builds the protection, succession, and planning strategy your business needs to survive and thrive beyond you. Learn more.
Your Employees See Your Values
When you choose FundaDream, your team sees an employer who chose a firm that directs a portion of its corporate revenues to youth athletics — in the community where they raise their families.
The Community Benefits
FundaDream directs a portion of its corporate revenues, at its discretion, to vetted 501(c)(3) youth athletic organizations serving the communities its clients call home. Get started.
Why The Community Angle Matters To Your Business
Employees increasingly choose employers who reflect their values. Customers increasingly support businesses that are associated with firms investing in the communities they serve. The choice to do your financial planning with FundaDream is not a sacrifice — it is a statement about who your business is and what it stands for.
FundaDream’s corporate giving model means the firm you chose stands for something. No separate donation required. No corporate giving program to administer. No additional budget line. Just the natural result of choosing a firm whose operating model is built around the conviction that financial success and community investment belong together.
The most successful businesses in any community are not just the ones that grew the fastest. They are the ones associated with firms and values that made the community around them better while they grew. FundaDream gives every business owner — of every size — a way to make that association real.
Discover Solutions for Business Owners | Employers
Safeguard Your Business Legacy — Today and Tomorrow
Discover solutions that can help protect your business, your partners, and your family — while supporting smooth transitions and long-term growth. We connect you with a trusted financial professional that can guide you every step of the way.
Solutions
Business Continuation
What if you, a co-owner, or a key employee faced an unexpected event? You can take steps to reduce risks that could jeopardize your business. Learn more
Business Valuation
Understanding your business’s value is crucial for effective personal and business planning. A financial professional can help you assess this value to plan ahead. Learn more
Income Replacement & Retirement
Have you considered how much your business must be worth to support your lifestyle in retirement? Building assets outside your business can help reduce reliance on it for retirement funding. Learn more
Attract and Retain Your Top Employees
Enhance your company’s recruitment and retention with our tailored employee benefits, including group and executive coverage for life, accident, critical illness, and disability insurance.
Voluntary Benefits
Group Whole Life
Group Whole Life Insurance offers employees lifelong, portable coverage with guaranteed benefits and the opportunity to build cash value. Learn more
Other Voluntary Group Offerings
Explore other voluntary benefits like group accident, disability and more. Explore others
Executive Benefits
Discover individual disability income insurance designed to help highly compensated employees and executives fill coverage gaps due to the exclusion of incentive compensation and bonuses.
Plan Sponsored Benefits
Whether you’re considering a basic plan review, benefits enhancement, or full/partial replacement of your medical, dental and vision plans, we are here to help you explore options.
Getting Started
We believe the business you built deserves a financial strategy as sophisticated as the decisions that created it.
Whether you are looking for a vetted financial professional who is part of something bigger, or an employer looking to work with a firm whose values match your own — FundaDream is the path with purpose and where you belong.
IMPORTANT DISCLOSURES
FundaDream’s charitable giving program is administered in accordance with applicable federal and California state law. All charitable recipients are IRS-recognized 501(c)(3) tax-exempt organizations whose status is verified prior to any gift being made. Charitable giving is made from FundaDream’s general corporate revenues at the sole discretion of FundaDream leadership on a periodic basis. No consumer benefit, inducement, or entitlement is created by or associated with FundaDream’s charitable giving activities. FundaDream’s charitable giving is not tied to any individual insurance transaction, premium payment, policy placement, or client relationship. No financial professional who partners with FundaDream has any right to direct, influence, or receive any benefit from FundaDream’s charitable giving activities. FundaDream reserves the right to modify, suspend, or discontinue its charitable giving program at any time at its sole discretion. This disclosure does not constitute legal, tax, or financial advice. For questions about FundaDream’s charitable giving program, contact FundaDream directly.
Product availability varies by carrier, state, and individual eligibility. Not all products mentioned throughout the website are available in all states or to all applicants. Product descriptions on this website are for general informational purposes only and do not constitute a solicitation or offer to sell any specific insurance or annuity product. All products are subject to underwriting approval and applicable state insurance regulations. Riders and benefits are subject to additional charges, terms, conditions, and limitations. Variable products involve investment risk, including possible loss of principal, and are sold by prospectus. FundaDream Insurance Solutions, Inc. is a licensed California insurance corporation. Consult the applicable carrier contract for full terms, conditions, and limitations.
The decision to purchase life insurance should be based on long-term financial goals and the need for a death benefit. Life insurance is not an appropriate vehicle for short-term savings or short-term investment strategies. While the policy allows for loans, you should know that there may be little to no cash value for loans in the policy’s early years.
The information provided is not written or intended as specific tax or legal advice. FundaDream, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.
Insurance products and services are offered through FundaDream Insurance Solutions, Inc., California License No. 0M95835