Estate planning is like creating a roadmap for your financial legacy. It goes beyond merely distributing assets; it's about ensuring your loved ones are provided for, minimizing the tax burden, and leaving a clear, dispute-free path for your successors. At Kelvin Chong & Associates, we understand the complexities of estate planning. One of the most potent tools we recommend is often overlooked – life insurance. Yes, life insurance isn't just about immediate financial security; it's a vital element of a well-rounded estate plan.
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Securing Your Legacy: The Role of Life Insurance in Estate Planning
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Season’s Greetings From Kelvin Chong & Associates
Happy Holidays from Kelvin Chong & Associates. Wishing you one beautiful moment after another throughout this special season and a Happy New Year 2022!
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Busted! Don’t Believe These Myths About Life Insurance!
Purchasing life insurance is an important financial decision as it provides you and your family with financial security and protection against unforeseen life events. A life insurance policy can also help you maximize wealth and build tax-sheltered cash accumulation.
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Top Five Things To Look For When Hiring A Life Insurance Advisor
A life insurance advisor or agent is an industry professional specializing in recommending life insurance products and solutions, acting as an intermediary between insurance companies and clients, handling policy renewals, and tracking insurance claims.
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Meet The Faces Behind Kelvin Chong & Associates
We’re Kelvin Chong and Amira Mamhikoff, experienced insurance brokers at Kelvin Chong & Associates. I’m the proud owner of the brokerage, and Amira Mamhikoff is a senior associate at my firm.
I look forward to sharing our story. I hope that you will enjoy getting to know us better.
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Announcing The New Website
We are delighted to announce the launch of our new website!
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New Website Under Construction
New Website Coming Soon!
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