Business & Estate Planning

Whole Life
Blended Whole Life and Term Contracts
Term Life Insurance, 10, 20, to age 80
Waiver of Premium
Additional Purchase Benefits
Inflation Riders
Individual Personal Contracts
(The most significant
personal finance security)
Key Person/Buy Sell
Overhead Protection
Is Disability Insurance Important?
Fixed (guaranteed)
Variable (non-guaranteed)
For Distribution, Immediate and Delayed
At Home
Assisted Living
Nursing Home
401(k)s, 403(b)s
Defined Benefit
Defined Contributions
IRAs
Roths
Mutual Funds
Fixed Income
Equity Funds

See prospectus prior to investing
Please click for disclaimer
Attorneys
CPAs
Bankers
Liability & Workers Comp
Insurance, etc.

Swick Financial & Insurance Services  |  414 Yale Avenue, Suite A  |  Claremont, CA 91711  |  909.621.2996  |  fax 909.398.0016

Jess M. Swick – CA Insurance Agent License #0412056

Privacy Policy – We do not collect or store any personal data on this website.