Building Trust, One Policy at a Time.
At CAL Financial, we take pride in being a comprehensive insurance brokerage for individuals and businesses. Our team is committed to providing personalized service and expert guidance to help our clients make informed decisions about their insurance needs.
Our Services
As a trusted insurance brokerage, we offer a wide range of services to individuals and businesses. For individuals, we provide life insurance, disability insurance, long-term care insurance, annuities, auto insurance, and home insurance. For businesses, we offer group insurance, key employee insurance, buy-sell planning, voluntary plans, and general liability insurance. We work with a variety of insurance carriers to ensure that our clients receive the best coverage at the best price.
Our Team
Our team is led by Chad Levis, a seasoned insurance professional with over 20 years of experience in the industry. Chad has a passion for helping people and is dedicated to providing exceptional service to his clients. He is a native of Mason City, Iowa, holds a Bachelor of Science degree from the University of Minnesota, and has called Minneapolis home for over 20 years.
Our Values
At CAL Financial, we value our relationships with our clients and the communities we serve. We are committed to providing personalized service, expert guidance, and competitive pricing to help our clients achieve their financial goals. We believe in the importance of building strong relationships and are dedicated to earning the trust of our clients.
Get in Touch
If you have any questions or would like to learn more about our services, please do not hesitate to contact us. We would be delighted to discuss your insurance needs and how we can help you achieve your financial goals.
Positive Experiences
Readers praise the customer service and expertise of CAL Financial and its representatives, particularly Chad Levis, Trisha, and the team. Several reviewers highlighted the agents' patience, knowledge, and willingness to help them find the best insurance plans for their needs. They commended the agents for their excellent communication skills, both over the phone and in person.
Testimonials
Laraine Kurisko appreciated Chad Levis' patience and informatics help in selecting a health insurance plan. Cora Raskovich praised Trisha's excellent customer service, noting that she made scheduling an appointment smooth and stress-free. Ginny Zeyer expressed her trust in Chad and his team, who have consistently provided her with the best insurance options based on her needs. Trent Shipley recommended Chad, highlighting his vast knowledge of insurance products, particularly long-term care insurance. Kevin Dimmel appreciated the team's great service and knowledge, which helped him save money on his insurance coverage.
