Insurance Disclosures

Formal insurance entity, licensing, compensation, privacy, and consumer disclosure information for Koala Insurance Solutions, LLC.

Insurance disclosure information.

This page keeps insurance entity, licensing, compensation, privacy, and consumer disclosure information in one place.

California Insurance Producer Disclosure
Insurance is offered through Koala Insurance Solutions, LLC. Koala Insurance Solutions, LLC's California insurance agency license is in process. Until it is issued, insurance is offered through individually licensed California insurance producers, including Bobbi Koala (CA Insurance License #0728219). State of domicile and principal place of business: Bonita, California.
Entity

Koala Insurance Solutions, LLC

Insurance products are offered through Koala Insurance Solutions, LLC, a separate insurance entity from Koala Financial advisory services and Koala Law legal services.

Compensation

Carrier compensation

Insurance carriers may pay commissions or other compensation when products are placed. Compensation varies by carrier and product, and clients are not required to buy insurance through Koala.

Privacy

Privacy Policy

How client information is used and shared when needed to respond, coordinate, or serve clients.

Questions

Ask before applying

Clients can ask us for current licensing, product, and compensation information before any product discussion or application.

Looking for a different Koala disclosure?

Koala is coordinated when clients choose that experience, but each service has its own disclosures. These links help people get to the right page quickly.

Trying to understand how insurance compensation works?

The Insurance Pricing page explains the carriers we work with and how Koala Insurance Solutions may be paid.

View Insurance Pricing