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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.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Open enrollment is your chance to make every benefit count.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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How much do you need to save each year to meet your long-term financial goals?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will Your Funds Last?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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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