Insurance experts at your service

BUSINESS PLANNING SOLUTIONS
ESTATE PLANNING SOLUTIONS
DISABILITY INSURANCE SOLUTIONS
Life INSURANCE SOLUTIONS
GROUP MEDICAL INSURANCE SOLUTIONS

Transparency

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus.

Value

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

Impact

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

The Balaban Group, is a leading independent life insurance and estate planning firm in Los Angeles, CA, serving the affluent client base since 1986.


We work closely with the most respected Law Firms, Accounting Agencies, Business Managers, and Wealth Managers in the country.


Uniquely, as part of our proprietary method, and at our own expense, we torture-test every scenario with our team of specialists to understand and address any possible risks and vulnerabilities.


Our method openly coordinates and collaborates with a client's senior advisers to preserve those advisors' integrated and holistic client plans.


The results are high-quality and suitable solutions for ultra-sophisticated planning.


Meet the Team

Mark Balaban

FOUNDER and president

Mark Balaban, the founder, and president of The Balaban Group received his BA from the University Of California, Berkeley in 1985. He began his career with Northwestern Mutual, where he was the first, second, and third-year leader for the entire company in the Western Region. After six years, he left the company and started his brokerage firm focusing on estate planning (high net-worth individuals), specialty entertainment coverage/high limit disability, and non-appearance markets. His firm represents some of the most highly visible people in the entertainment, business, and private sectors. Mark has received numerous awards from the insurance industry for his excellence and is in the top 1% of all insurance brokerages in the country. Mark has two grown children, is an avid skier and traveler, and dabbles in guitar.

Zach Wolkstein

Associate

Zach Wolkstein received his BA from The University of Arizona in 2017. Originally from New Jersey, Zach moved to Los Angeles to pursue a career in the technological industry. After years of working at Uber and with start-up companies, he joined The Balaban Group in 2021 as an associate. Zach is the youngest of three brothers and is also Mark's son-in-law. He enjoys staying active, traveling, and is an artist on the side. Zach dabbles in abstract painting and fine art photography as well.

Larry Shrednick

Senior Sales Adviser/Senior Brokerage Manager

Larry entered the life insurance business in 1985 with personal production, as an agent with New York Life. In 1988 he left New York Life to become a training manager for the Acacia Group. In 1992, he moved to National Life of Vermont where he trained new agents and oversaw the implementation of the Certified Financial Planner program. In 1994, he became the senior insurance adviser to Centerlink. In 2004, he moved to Marsh Private Client Services. Currently, he is the senior brokerage manager, where he is responsible for support, marketing, advanced sales planning (Split-dollar, Estate Planning, Business Planning, Buy/Sell), and the continued comprehensive evaluation of all life insurance companies.

Kim Boyer

Director of Underwriting/Lead Risk Assessment Underwriter

Kim started her career in 1985 as an underwriter for American Fidelity Assurance, where she then moved to Interstate Assurance Company as Senior Underwriter/Team leader. After years as senior underwriter, she was then moved to Security Life of Denver where she became Director of Underwriting (managing large case underwriting). Kim joined The Balaban group in 2014, where she is responsible for all medical underwriting (risk assessment), Forensic Underwriting, and managing the entire underwriting team.

Sean McNiff

Senior Sales Adviser/Brokerage Manager

Sean has been in the insurance industry for over 10 years. Sean is responsible for designing and implementing high limit disability, life, and non-appearance policies directly with our seat in London (Lloyd's of London) for our entertainment, sports, and high net-worth families/individuals.

Monica Rios

executive assistant to Mark Balaban

Executive assistant to Mark Balaban. Monica has been in the insurance business since 2005. Monica is responsible for the day-to-day operations of Balaban Financial, overseeing the entire team with policy service, claims, client relationship, underwriting, and placement of coverage. Monica is also fluent in Spanish.