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Protection Planning

At Client 1st Financial, we help you prepare for life's unpredictable possibilities with insurance and annuity products to help protect you and your family. We offer high quality, competitively priced life insurance products, including permanent, term, life and long-term care bundled policies and variable life insurance. We will help you reach your financial goals and create a legacy for future generations. We begin with our client-centered process, throughout which, we take the time necessary to get to know you and your unique financial situation. Only after we understand your needs do we begin to design the solutions and offer the products to help you reach your goals. We offer a wide range of personal solutions for individual needs, using products across the top companies in the financial industry.

Protection Products

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Group Benefits / Insurance

At Client 1st Financial we also take an non-proprietary approach to the providers we draw from to serve our clients' needs. There are no preconceived notions... nor are there predetermined providers to choose from. We look at every client situation with a fresh eye, allowing our clients to choose the programs that precisely fit their needs.

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  610.841.3037