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LIFE/Final Expense info

Below is the Life/Final Expense info

 

See attached pieces as a guide for Life Insurance conversations! Also check out the online needs analysis calculator that you can use as well:

How Much Coverage is Enough Flyer (Click Here)

How Much Life Insurance (Click Here)

 

https://lifehappens.org/life-insurance-needs-calculator/ 

 

Information needed to quote life insurance:

Name (optional)
Gender
DOB
State of residence
Coverage amount
Product (term or permanent)
Medications
Health risks
Height/weight
Nicotine? If yes, what type

 

Here is the companies phone info. 

Russell Schalk – Sales manager
Lakeview Financial
410-527-1806 (home office)
410-382-4492 (office)
Lakeview Financial
208-401-0309 | 800-841-2855 x119
www.lakeviewfinancial.net

Customer Reviews
5/5

...very helpful, punctual and very patient.

ZP
Zoe P
5/5

Gracias.

LF
Liana F De Serres
5/5

I am extremely happy with their service!

CG
Clarke G
5/5

Very knowledgeable and was able to get me a great policy at a great price!

EB
E B
5/5

She got back to me when she said she would, and overall was great to work with.

JS
Joyce S