Business Details
15 Years
experience
Expert Retirement & Legacy Planning Services in Beverly Hills
Pendo Insurance is a dedicated group of licensed financial professionals led by President Danial Fereydani, specializing in customized retirement strategies that preserve and grow client assets. With offices in Beverly Hills, CA, and clients across California, Nevada, Massachusetts, Florida, and Texas, we focus on guaranteed income solutions, tax-efficient legacy planning, and estate strategies. Our independent advisory approach leverages partnerships with over 50 insurance providers and a network of attorneys, CPAs, and financial experts to deliver tailored solutions.Recognized as a top 1% insurance advisor nationally and voted Best Insurance Advisor in Los Angeles by the Daily News, we prioritize principal protection, tax minimization, and intergenerational wealth transfer. Our proprietary three-pillar system addresses income security, legacy maximization, and advanced tax planning, supported by state-of-the-art financial analysis tools and decades of industry experience.
Services
Annuities
Life Insurance
Tax Planning
Estate Planning
Retirement Strategies
Details
- Year established: 2011
Highlights and features
- We offer a proprietary three-pillar financial planning system for comprehensive retirement security
- Our independent advisory model provides access to 50+ insurance carriers for optimal solutions
- Recognized as top 1% insurance advisors nationally with Los Angeles Daily News award
- We implement advanced tax strategies that have saved clients hundreds of thousands in taxes
- Collaborative network includes estate attorneys, CPAs, and financial professionals for holistic planning
Associations and certifications
- National Ethics Bureau
What people say
Best insurance advisor in LA
Top 1% nationally ranked
Award-winning service quality
Effective tax minimization strategies
Personalized financial planning approach
Services
Annuities
Fixed and fixed-index annuities provide guaranteed principal protection with competitive returns. These insurance products create secure lifetime income streams to supplement Social Security and pensions. Our experts analyze market indices and insurance carrier offerings to structure optimal annuity solutions for long-term financial stability.
Life Insurance
Customized life insurance strategies protect and transfer wealth tax-free. We offer term and permanent policies tailored to individual needs, including cash value accumulation and income replacement. Our independent brokerage evaluates multiple carriers to find optimal coverage for legacy planning and estate preservation.
Tax Planning
Advanced tax strategies minimize retirement asset erosion through strategic restructuring. We analyze IRA distributions, RMDs, and estate taxes to implement solutions that preserve wealth. Our approach combines insurance products with CPA collaboration to maximize after-tax inheritance for beneficiaries.
Estate Planning
Comprehensive estate plans protect assets from probate and maximize legacy value. We coordinate with attorneys to create living trusts and implement insurance solutions that ensure seamless wealth transfer. Our strategies address both immediate income needs and long-term intergenerational wealth goals.
Retirement Strategies
Personalized retirement plans combine income guarantees, tax optimization, and legacy planning. Using proprietary financial analysis tools, we create customized strategies that address current income needs while protecting against market volatility. Our three-pillar approach ensures comprehensive coverage for lifelong financial security.
People
Danial Fereydani
President & Founder
Licensed independent insurance advisor with 15+ years experience. Recognized as top 1% insurance advisor nationally and Los Angeles Daily News' Best Insurance Advisor. Specializes in income planning, tax-advantaged strategies, and legacy planning. Holds membership in National Ethics Bureau.
Questions
What annuity options do you offer?
We specialize in fixed and fixed-index annuities with guaranteed principal protection and market-linked growth potential.
How do you help with retirement tax planning?
We implement strategies to minimize RMD impacts and restructure assets to reduce lifetime tax liabilities.
What life insurance solutions are available?
We offer term and permanent policies tailored to wealth transfer needs with tax-free death benefits.
Do you work with out-of-state clients?
We serve clients in California, Nevada, Massachusetts, Florida, and Texas through virtual consultations.
How is your planning approach unique?
Our three-pillar system combines income guarantees, tax optimization, and legacy planning with expert collaboration.
What credentials do your advisors hold?
Our team includes licensed insurance advisors with National Ethics Bureau membership and industry awards.
