Brian So Insurance is a life insurance agency that provides a wide range of insurance products. We understand that no two individuals are the same and so no insurance product is the right fit for different people. The perfect insurance policy depends on the individual situation: finances, budget, needs, income, debt, and more all go towards identifying the right insurance product for a customer. My 2-step approach to life insurance is proven to simplify the process and help you sleep easy at night knowing you have the coverage to protect your loved ones.

1. Needs Analysis: I will perform a thorough needs analysis that incorporates your income, debt and financial situation to determine your life insurance needs.

2. Product Fit: After determining how much life insurance you need, with my extensive knowledge of the insurance marketplace, I will discuss several life insurance products that fit your need and budget, and implement the best fit.

My clients appreciate the straightforward process, and once you begin to work with me, I’m sure you’ll feel the same way.

But it doesn’t end there. I will offer continuous personal attention and superior customer service. And as your needs change through time, I will be there for you to review your policy to ensure it is still suitable for you moving forward.

I believe that life insurance is just a part of the total insurance package. Only by supplementing it with disability, critical illness, and long-term care insurance will you be able to protect yourself and your family from the financial risks of all accidents and illnesses.