Insurance Planning

If other people rely on you financially, you might need life insurance. Fortunately, the cost of the right coverage is often very affordable.  We help determine this when running  your financial plan.

We’re all mortal. If other people depend on you financially, how would they fare if you die prematurely? Do you need life insurance? Maybe. How much? I’ll help you figure that out. Also, I’ll talk to your attorney to make sure the ownership and beneficiary designations are handled correctly.

If you already have life insurance, do you have the right type? Do you have too much? I can’t guarantee it of course, but you might really benefit by having an independent life insurance audit.

Call 818-889-6700 extension 2 so I can help you create a low risk plan and portfolio for your peace of mind or schedule a no obligation no cost consultation with Neal Frankle, CFP.