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PolicyLogix Employee Directory

InsuranceCalifornia, United States1 Employees

PolicyLogix is a fiduciary-based life insurance advisory firm operating in the insurance sector and based in Irvine, California. The firm positions itself as offering objective, transparent portfolio management for life insurance, drawing on expertise across financial services, tax, legal, and insurance disciplines to support clients such as attorneys, trustees, financial counselors, CPAs, and other professional advisors. Its approach centers on reducing decision risk and helping fiduciaries fulfill their responsibilities while strengthening client relationships. The company emphasizes collaboration and structured processes to deliver clearer guidance in life insurance matters for professional clients and their constituents.

Find PolicyLogix employees' phone numbers or email addresses

PolicyLogix Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

PolicyLogix's Leadership

  • Stylized image of a person
    L. M.
    Attorney, Founder & Ceo
    Mobile Phone
  • Stylized image of a person
    J. G.
    Executive Assistant
    Mobile Phone

PolicyLogix Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from PolicyLogix

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. M.
    Attorney, Founder & Ceo
    Mobile Phone
    United StatesCalifornia
    Jul 31, 2024
  • Stylized image of a person
    J. G.
    Executive Assistant
    Mobile Phone
    United StatesCalifornia
    May 22, 2025

Frequently Asked Questions

What is PolicyLogix known for?

Minus sign iconPlus sign iconPolicyLogix was founded in 2010 operates in the Insurance industry. Explore PolicyLogix's company overview page for more information.

What is PolicyLogix's most common email format?

Minus sign iconPlus sign iconPolicyLogix employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PolicyLogix email formats with LeadIQ.

How many employees does PolicyLogix have currently?

Minus sign iconPlus sign iconPolicyLogix has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are PolicyLogix's key employees and leadership?

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As of July 2026, PolicyLogix's key employees include:

  • Attorney, Founder & Ceo: L. M.
  • Executive Assistant: J. G.

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