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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:

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ONE-STOP SOLUTION FOR ALL INSURANCE & FINANCIAL PROTECTION

Susan Fan, CLTC

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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.

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and Susan Fan Insurance Services

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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.

Taking this quiz may help increase understanding of estate planning.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Use this calculator to estimate how much income and savings you may need in retirement.

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

How much will it cost to pay off a loan over its lifetime?

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck