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Insurance

It's common sense

Protect what you care about.

Because no matter how prepared we feel, life happens. Insurance is not typically a fun topic to discuss. You hope you never need it. Yet protecting what you have achieved and those you love is both smart and prudent.

We offer life insurance, long term care and disability insurance for our clients. Insurance is complex. There is a lot to consider when looking at insurance from how much can you afford to how much coverage makes sense.

We don't represent just one insurance company. We can help you shop and compare before you decide to buy. 

Should you keep an old policy?

Should you keep an old policy?

Do you have an old policy you pay on every year but not sure if it makes sense? Should you keep it or cancel it?

Before you do anything, get a review. Its free and easy and smart to do. 

Do you need new coverage?

Do you need new coverage?

A growing family, worried about paying for care when you are older, protecting income, paying taxes on your estate or leaving a legacy?

Then it is time to explore ideas to help work towards  your goals while helping to protect your family.  

Set a time to talk

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For more information about life insurance or the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you

hello@newstageinvestment.com | (650) 458-0312