At LBW Insurance and Financial Services, our team works hard to provide our clients with professional, comprehensive financial and insurance solutions that meet their unique needs. Whether you are looking for an insurance policy for you, your business, or need to plan out your retirement, our Valencia insurance group can work out a plan to help you achieve your goals. What makes our team unique is our commitment to our clients. Clients trust us for our expertise, personalized advice, and our exceptional service. If you’re ready for a trusted advisor, please contact us.
Extra Phones
Primary Phone: (661) 702-6000
Phone: (661) 702-8635
Fax: (661) 702-6060
Payment method
discover, mastercard, visa, all major credit cards, check, debit, travelers checks
Glenn M. Terry, Account Executive - Glenn has a passion and a drive for working with business owners and individuals in the areas of Property & Casualty Insurance (commercial and individual), Life Insurance (business and individual), SET Business Planning (Succession, Exit, Transfer), and Individual Retirement Planning. His specialty area is Restaurants where he brings 15 years of personal Food Industry background from General Manager and Supervisor to Lead Cook, Butcher, Caterer, Health and Sanitation, and Restaurant and Hotel Tech. He has also been delivering insurance and risk management strategies for restaurants and their owners and employees for 18 years. CA Insurance License #0C80949
Health Insurance
Lorena Jeffery, Employee Benefits Department Manager – Lorena has more than 37 years experience in the Life & Health insurance industry. She began her career at the age of 18 as an underwriting assistant. Over the years she grew her knowledge and expertise, becoming a Benefits Account Manager, a TPA Manager, then a Benefits Account Executive, and ultimately Employee Benefits Department Manager / Account Executive. She has worked for several firms, including major national brokers. She joined the LBW team in 2019 and heads the Benefits division. Her role includes setting client strategies and timelines, managing LBW’s Account Managers and other Benefits staff, working with the sales team, and leading sales and enrollment meetings in both English and Spanish. Lorena is also a single mother of two grown children and is a competitive salsa dancer. She volunteers her time teaching children in after school programs and loves travel and outdoor adventures. CA Insurance License # 0B02048
Disability Insurance
Long Term Care
We offer 100% Paid Medical, Dental, Long-Term Disability, Life, and Long-Term Care for Employees with buy-ups available. We also offer Vision, AFLAC, and Voluntary Life. Our 401(k) is matched and also receives employer profit-sharing contributions.
LBW has been serving businesses and families all across the nation since 1922. As an independent insurance agency, our goal is to help you manage and plan for all your potential risks. We assess your needs and offer you a comprehensive risk management plan, including a strategic combination of insurance products and loss control strategies. From personal insurance to business insurance, we provide proactive, tailored, and well-crafted solutions designed to help you better manage change and risk.
Workers Compensation Insurance
Employee Benefits Programs · Workers Compensation · Employment Practices Liability · Directors & Officers Liability · Errors and Omissions · Product Recall and Product Liability · Business Interruption & Equipment Breakdown · Property Crime Coverage & Employee Theft · Cyber · General and Excess Liability