Life Insurance

The death benefit protection offered by a life insurance policy can be a key component of a sound financial plan. It can provide for income protection or estate liquidity in order to protect your assets.

If you already have life insurance coverage, are you sure you are properly covered? A variety of factors may influence the effectiveness of your life insurance coverage without you realizing it. The list includes such things as: marriage, birth or adoption of a child, purchase of a new home, an inheritance, a new job or promotion, an increase/decrease in debt and death of, or change in relationship with, a designated beneficiary. We can provide a policy review which may or may not reveal the need for a change in coverage  

At Filice, we offer life insurance for both personal and business planning. Depending on your needs, we offer Whole Life, Term, Universal Life and Variable Life Insurance. Our team of professionals can help you determine how much life insurance you may need and will walk you through the application and underwriting process.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., member FINRA (www.finra.org), SIPC (www.sipc.org), and a Registered Investment Advisor. Filice Retirement Services and Woodbury Financial Services, Inc. are not affiliated entities. Registered for securities in California and licensed for insurance in California and Oregon. Investment Advisor Representatives – Erik Jensen, License # OC13503 – John Hitch, License # OD78567 – Laurel Packham, License # OD78963 – George Fraser, License #O345438.