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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

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.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

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

Savings Goals

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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