Our team loves helping clients protect what is most important with Life, Medicare, & Retirement planning. We have assisted CA consumers since 2008 and have recently expanded to NV, AZ, & Texas. We look forward to being a valuable resource in the areas we service. At Red Lion Financial, we are committed to excellence. Since our founding in 2008, we have been working hard to ensure our clients receive the best possible insurance services in CA.
Our team of professionals offer unparalleled customer support and expert advice. Learn more about what we do by contacting one of our professional consultants for a free estimate. You'll be surprised to learn what we can offer you and your business.
Our team of professionals offer unparalleled customer support and expert advice. Learn more about what we do by contacting one of our professional consultants for a free estimate. You'll be surprised to learn what we can offer you and your business.
Services
In our agency, we take great pride in the quality of service we provide for our customers.
Whether our clients need help filing a claim, processing a payment, or just understanding their insurance coverage we'll always be there ready to help.
We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are.
With the years of experience we bring to the table there isn't much we haven't seen before, and you never know when that's going to come in handy.
Whether our clients need help filing a claim, processing a payment, or just understanding their insurance coverage we'll always be there ready to help.
We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are.
With the years of experience we bring to the table there isn't much we haven't seen before, and you never know when that's going to come in handy.
Life Insurance is not complicated or expensive when you work with one of our licensed sales representatives.
Let's explore options to protect your loved ones.
Life insurance pays out a sum of money either on the death of the insured person or after a set period of time.
Term life insurance or term assurance is life insurance which provides coverage at a fixed rate of payments for a limited period of time, the relevant term.
After that period expires, coverage at the previous rate of premiums is no longer guaranteed and the client must either forgo coverage or potentially obtain further coverage with different payments or conditions.
Let's explore options to protect your loved ones.
Life insurance pays out a sum of money either on the death of the insured person or after a set period of time.
Term life insurance or term assurance is life insurance which provides coverage at a fixed rate of payments for a limited period of time, the relevant term.
After that period expires, coverage at the previous rate of premiums is no longer guaranteed and the client must either forgo coverage or potentially obtain further coverage with different payments or conditions.
Final expense insurance is an insurance policy used to pay for burial expenses and funeral services when the named insured dies.
Such a policy helps ease the financial burden placed on a family when a loved one dies.
Final Expense insurance is a basic issue life insurance policy that covers people until they reach 100 years old.
It is quite similar to universal life insurance and is sometimes referred to as graded life or burial insurance with easy issue permanent coverage.
As an inexpensive insurance choice, final expense coverage can be used to cover the funeral and burial costs of the policy holder.
Such a policy helps ease the financial burden placed on a family when a loved one dies.
Final Expense insurance is a basic issue life insurance policy that covers people until they reach 100 years old.
It is quite similar to universal life insurance and is sometimes referred to as graded life or burial insurance with easy issue permanent coverage.
As an inexpensive insurance choice, final expense coverage can be used to cover the funeral and burial costs of the policy holder.
Protect your future with guaranteed income for the rest of your life.
Speak with our financial experts today to find the best options for your financial situation.
Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance company a lump-sum premium at the start of the contract.
That money is to be paid back to the insured in fixed, incremental amounts, over some future time period (predetermined by the insured).
The insurer invests the premium; the resulting profit/return on investment fund the payments received by the insured, and, compensate the insurer.
Speak with our financial experts today to find the best options for your financial situation.
Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance company a lump-sum premium at the start of the contract.
That money is to be paid back to the insured in fixed, incremental amounts, over some future time period (predetermined by the insured).
The insurer invests the premium; the resulting profit/return on investment fund the payments received by the insured, and, compensate the insurer.
Let's protect your financial future.
Speak with our financial experts about available solutions for savings, retirement, investments and more.
I recently read an article that focused on a very popular retirement strategy.
As I was reading it, I noticed some considerable pitfalls with it.
The 4% Rule is a retirement withdrawal strategy that ensures you do not deplete your retirement savings during your Golden years.
You simply withdrawal 4% of your retirement savings, and add in the percentage for inflation.
Speak with our financial experts about available solutions for savings, retirement, investments and more.
I recently read an article that focused on a very popular retirement strategy.
As I was reading it, I noticed some considerable pitfalls with it.
The 4% Rule is a retirement withdrawal strategy that ensures you do not deplete your retirement savings during your Golden years.
You simply withdrawal 4% of your retirement savings, and add in the percentage for inflation.
Reviews
Be the first to review Red Lion Financial.
Write a Review
