TaxPlus Financial Services | 44 Gough Street | Suite 205 | San Francisco CA 94103-1114 | 415-431-9660

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Insurance

With careful consideration of your personal needs, we can help you determine how insurance can be part of the solution to your most important financial concerns.

Our insurance services include:

Life Insurance

Life insurance planning is not only for those who support a family. There are several reasons for thorough life insurance planning, including: new home purchase, marriage, career change, retirement and estate planning.

Health Insurance

With carriers such as PacifiCare, Blue Shield, HealthNet, and Kaiser, we can match you with the insurance carrier best suited to meet your personal and business needs.

Disability

Disability is often called "the forgotten risk" because people rarely think about how they could survive financially with no earned income. We can help you analyze your need for disability insurance.

Long Term Care

Although not everybody needs long-term care insurance, we can help you determine if you should buy long-term care insurance to protect your assets, minimize your dependence on other family members, and control where and how you receive long-term care services.

Useful Insurance Links:

California Department of Insurance

Taxability of Life Insurance Proceeds

TaxPlus Financial Services | 44 Gough Street | Suite 205 | San Francisco CA 94103-1114 | 415-431-9660

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