Insurance Planning

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


Long-term care insurance (LTC insurance) is becoming increasingly more important with longer life expectancies and advanced medical technologies. Long-term care expenses can be steep and quickly erode one’s retirement savings. LTC insurance should be thought of as an insurance policy for your nest egg. 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 that we offer quality Insurance Planning Services in Oregon, United States.The aforementioned policies may not be 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 make use of the expertise of strategic partners (i.e. CPA, business attorney, estate planning attorney, etc.)


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 a variety of insurance 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 insurance 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 [email protected]

Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.