Comprehensive Financial Planning & Wealth Management with Tax Advising

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Comprehensive Financial Planning & Wealth Management with Tax Advising

Located in Santa Rosa also serving Petaluma, Novato, Rohnert Park & Windsor

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Life Insurance

When choosing the best life insurance coverage for you, it can be helpful to have a professional broker like the one at A.E.I. Financial Group guiding the way. Whether you’re in the market for term life insurance, whole life insurance, or something more specific, I’m the broker who can find you the best coverage at the lowest cost.

Get in touch with me now at (707) 538-8027 to set up a free consultation. I’ll advise you on which life insurance policies are right for your needs.

A.E.I. Financial Group’s No-Obligation Consultations on Life Insurance Policies

When you get in touch with me, I’ll gladly speak with you to clear up any confusion or concerns you may have about life insurance and the different insurers available. According to the information you provide me about your life situation, I can give you a quote over the phone, but it’s always best to set up an in-person consultation so that there are no details overlooked.

As a certified life insurance strategist, I can help you select the perfect coverage for your situation. Using my in-depth industry knowledge and advanced software, I’ll determine the coverage amount that I consider necessary and sufficient. Then, I’ll find you the best products for your needs from top-rated insurance carriers.

I guarantee that any personal information you share with me will remain strictly confidential, no matter what.

Compare Coverage and Life Insurance Companies

Every good financial plan should include life insurance. At A.E.I. Financial Group, I can connect you with a wide range of noteworthy life insurance companies with great coverage programs to suit every need.

The two primary kinds of life insurance coverage are the following:

Term Life Insurance

If you’re looking for an affordable life insurance option, term life insurance may be the best choice for you. With this coverage, you and your beneficiaries are covered for a specific period that you can set and adjust. Once this is in place, your insurance provider will pay out a benefit during this time, if applicable.

Whole Life Insurance

Whole life insurance is a bigger investment, but unlike term life insurance, it never runs out and is guaranteed to last an entire lifetime. Plus, this kind of policy can build in cash value over time as well, ensuring a death benefit to your beneficiaries.

Professional Assistance with Life Insurance Claims

The passing of a loved one is a difficult time for all. Still, it’s crucial to get in touch with me as soon as possible when the death of the insured individual occurs so that I can begin the claims process for you.

As the beneficiary, I’ll ask you some standard questions and request specific documentation. From there, I make sure to settle the claim quickly and fairly.

Contact an Expert Life Insurance Broker Now

Life insurance can be an excellent financial tool to have in place in the face of tragedy. With A.E.I. Financial Group, you can rest assured that if anything happens, your family and loved ones will be covered.

Call now at (707) 538-8027 to learn more.

Contact now to get a free estimate
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