Susan Fan Insurance Services

Susan Fan, CLTC Susan Fan Insurance Services
20711 E. Alpine Meadows Cir., Walnut, CA 91789 U.S.A.

Phone:

(626) 318-7894

E-mail:

susan@susanfan328.com

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.

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Life Expectancy

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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