Protect Your Family and Your Business.

life insurance santa clarita

The life insurance process can be very confusing, yet it is an integral part of your overall financial plan.

Due to the fact that many life insurance companies have their own sales agents, it is difficult to truly compare which policy is best for you.

As an independent LPL Financial Advisor, I specialize in life insurance planning, offer a comprehensive review of your situation, and provide you with objective solutions to meet your family needs. We hold your hand through every step of the insurance process from choosing a life insurance company, picking an affordable premium and benefit, and deciding which type of policy is best suited for you.

Most common questions about Life Insurance:

  • How much life insurance do I need?
  • How long do I need it?
  • How do I protect my income for my family and loved ones if something happened to me?
  • How do I protect my business if something were to happen to me or a business partner?

How much life insurance do I need?

This question is unique to each family. We determine the amount of insurance each family needs based off many factors including your current income, liabilities, the number of children you have as well as your current assets (e.g. 401k and other company retirement plans and IRAs). We know that cost is one of the most important factors in picking a life insurance policy and benefit amount. With that in mind, we will customize a plan that will not only fit into your budget, but also provide the benefit you need to protect your family.

What type of life insurance should I get?

Navigating through a sea of insurance policies and the agents that come with them is a daunting task. Let us simplify the process and explain to you exactly what you need to know. There are two main types of life insurance: temporary (term insurance) and permanent insurance. We will help you choose the policy that is right for you.

Protect Your Family and Your Business

Family protection.

Life Insurance is most often used as “Income Protection” to ensure your family is provided for in the case of an untimely death or terminal illness.

Business protection.

An untimely death, illness, or disability can destroy a business that you, your partners and investors have worked years to build. A Key Man Policy and a Buy/Sell Agreement are effective ways for businesses to properly plan ahead. Learn more about Key Employee Insurance and business protection.
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Learn how to protect your family, your business, and your retirement assets with life insurance and long term care insurance strategies. Schedule your free 30 minute consultation today.
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