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. 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.
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.
Services
Being a leader in the insurance and financial services industry means continually striving for improvement.
To keep pace with clients' needs, Susan Fan Insurance Services has access to new products, enhanced product features, expanded quality service, and pioneered new technologies.
Breaking new ground is part of our tradition.
Please use the contact us button to e-mail us.
To keep pace with clients' needs, Susan Fan Insurance Services has access to new products, enhanced product features, expanded quality service, and pioneered new technologies.
Breaking new ground is part of our tradition.
Please use the contact us button to e-mail us.
We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.
Review your individual situation and personal objectives.
Every family's financial situation is unique.
That's why it's so important to find out as much as we can about you and your financial goals.
The more we know about you, the more precise recommendations we can make and the more we can help you.
As a result, we may take some time to discuss your hopes, dreams and objectives - the things that really matter to you.
Review your individual situation and personal objectives.
Every family's financial situation is unique.
That's why it's so important to find out as much as we can about you and your financial goals.
The more we know about you, the more precise recommendations we can make and the more we can help you.
As a result, we may take some time to discuss your hopes, dreams and objectives - the things that really matter to you.
With the variety of life insurance and financial products we provide, we can help you meet a number of business and financial needs.
We invite you to read all about the insurance and financial products we can offer and to contact us for an in-depth discussion of your financial goals.
Life Insurance - Many people think that life insurance is only for people with families.
While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan.
We invite you to read all about the insurance and financial products we can offer and to contact us for an in-depth discussion of your financial goals.
Life Insurance - Many people think that life insurance is only for people with families.
While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan.
Below are brief summaries of some of the topics that may arise as we explore your long- and short-term financial goals.
The information will give you something to consider as you prepare for our initial review.
Retirement can signify a lot of things to a lot of people: sailing off into the sunset with your beloved; never having to worry about waking up early to catch the morning train; finger-painting with your grandkids.
But to make these dreams a reality, you'll need to create a nest egg that will make your retirement years as comfortable, if not more, as when you were working.
The information will give you something to consider as you prepare for our initial review.
Retirement can signify a lot of things to a lot of people: sailing off into the sunset with your beloved; never having to worry about waking up early to catch the morning train; finger-painting with your grandkids.
But to make these dreams a reality, you'll need to create a nest egg that will make your retirement years as comfortable, if not more, as when you were working.
If you are a business owner, you have the added responsibility of your business to worry about on top of your family.
The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with me.
Helping Your Business Grow Don't have a Harvard MBA? You're not alone.
Most successful entrepreneurs started out with what seemed like a good idea and ended up running a business of their own.
How can you learn to manage the business side of business?
The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with me.
Helping Your Business Grow Don't have a Harvard MBA? You're not alone.
Most successful entrepreneurs started out with what seemed like a good idea and ended up running a business of their own.
How can you learn to manage the business side of business?
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