LTC Life Insurance Portland OR

Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. - Ayn Rand
life insurance portland or


Long-term care insurance (LTC insurance) is becoming increasingly important with longer life expectancies and advanced medical technologies. Long-term care expenses can be steep and quickly erode one’s retirement savings. LTC’s life insurance Portland OR is an insurance policy to save your nest’s eggs while you enjoy your life to the fullest. Just as with life insurance, we can obtain quotes from dozens of companies to be sure we find the right fit for our clients. We are glad to inform you that we offer quality Insurance Planning Services in Oregon, United States. Not all life insurance policies are made equal; neither all life insurance policies are necessary or even suitable for all people or businesses. One of our responsibilities is to evaluate the insurance needs of our clients as a part of the overall financial plan. In many cases, we use the expertise of strategic partners (i.e., CPA, business attorney, estate planning attorney, etc.).

life insurance portland or


Life insurance may be one of the financial items that most people don’t want to think about. But what happens to your loved ones who depend on you and your income in the event of your death? Getting life insurance is a step into safeguarding your financial security for your family. Thus, Lifelong Wealth Management Group provides various life insurance Portland OR options to help you protect your family. Some basic life insurance plans:

  • Term Life
  • Universal Life
  • Whole Life


In certain situations life insurance can be a tool for advanced planning strategies. With the help of an experienced attorney, we can help setup specific plans to help reduce “death taxes” and preserve one’s estate. In addition, some cash-value life insurance policies can be used to supplement retirement savings.
Some plans include:

  • Irrevocable life insurance trust (ILIT)
  • Life Insurance Retirement Plans (LIRP’s)
  • Life Insurance Asset Accumulation Plans (LIAAP’s)
  • Buy-Sell Agreements (key-man insurance)

Unlike most insurance companies, Lifelong Wealth Management Group provides our clients with dozens of life insurance Portland OR, quotes from various insurers, thus offering dependable Insurance Planning Services in Lake Oswego, USA. The life insurance Portland OR quotes can be run through our group. For more information on life insurance Portland or, please reach out to us at (503)747-6534), or email us at

about lifelong wealth management

A Lake Oswego Portland Oregon Financial Wealth Management Company offering a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534

(503) 214-6534

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598