ONE-STOP SOLUTION FOR ALL INSURANCE & FINANCIAL PROTECTION
Susan Fan, CLTC
Susan Fan, CLTC, is committed to providing individuals, families, and businesses with life insurance and financial products that meet their needs. She keeps up with current insurance and financial product trends and offer outstanding service. She shows true concern for her clients. She hopes to earn your trust and to help you achieve your goals.
and Susan Fan Insurance Services
The commitment and individual attention that Susan Fan Insurance Services provides to each of its clients helps them realize their insurance and financial objectives. The insurance carriers that we represent are among the most solvent and the strongest in the industry, with the innovative products and affordable rates.
We work hard to build a trusted relationship with our customers by being referable, networking with other business professionals and seeking for partners with common goals. We are dedicated to make our customers feel both comfortable with and confident in our abilities by acting as their consultant. We seek out the best companies that offer the appropriate coverage at a fair price.
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Newsletters
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.