The top-rated life insurance agent in Lake Oswego, Oregon is David Shin - State Farm Insurance Agent, rated 5.0 stars across 437 reviews. Other highly rated options include Ed Lief, Private Client Insurance – AssuredPartners Oregon, Farmers Insurance - Brian Miller, Laurie Lum at Comparion Insurance Agency. This directory lists 20 life insurance agents serving Lake Oswego.
Comparison
| # | Name | Address | Phone |
|---|---|---|---|
| 1 | David Shin - State Farm Insurance Agent | 2 Centerpointe Dr Ste 375 | (503) 828-9513 |
| 2 | Ed Lief, Private Client Insurance – AssuredPartners Oregon | 5005 Meadows Rd #402 | — |
| 3 | Farmers Insurance - Brian Miller | 385 N State St | (503) 280-8899 |
| 4 | Laurie Lum at Comparion Insurance Agency | 4949 Meadows Rd Suite 660 | (503) 462-0531 |
| 5 | Kristine Wiseman Patzke Agency, LLC American Family Insurance | 415 N State St STE 138 | (503) 636-0200 |
| 6 | Goosehead Insurance - Thomas Synovec | 5 Centerpointe Dr Suite 400, Office 72 | (503) 535-0452 |
| 7 | Elsa Goebel at Comparion Insurance Agency | 4949 Meadows Rd Suite 660 | (503) 462-0538 |
| 8 | Sean Mcloughlin at Comparion Insurance Agency | 4949 Meadows Rd Suite 660 | (503) 462-0533 |
| 9 | Michael Jenkins Agency Inc American Family Insurance | 15630 Boones Ferry Rd #5 | (503) 699-2575 |
| 10 | Comparion Insurance Agency | 4949 Meadows Rd Suite 660 | (503) 430-2664 |
David Shin - State Farm Insurance Agent serves the Lake Oswego, Oregon, area as a life insurance agent. The agency helps local residents and families secure financial protection through various life insurance policies. These products are designed to provide income replacement and cover final expenses for loved ones. The office also assists with reviewing coverage needs during major life events. Among the specific services handled here are term life insurance plans and whole life insurance policies, both of which help ensure long-term financial stability for policyholders in this community.
Farmers Insurance - Brian Miller serves homeowners, families, and local businesses in Lake Oswego, Oregon, offering life insurance policies designed to provide financial protection for their beneficiaries. The agency also assists property managers and landlords with related coverage needs. As a life insurance agent, Brian Miller helps clients evaluate term and whole life options to align with their long-term planning goals. Services extend to residents and property owners throughout the greater Portland metro area, including nearby communities such as Tualatin and West Linn.
Serving Lake Oswego and surrounding communities in the Portland metropolitan area, Laurie Lum at Comparion Insurance Agency handles life insurance coverage for individuals and families. The agency assists clients in selecting policies designed to provide financial security for beneficiaries. This typically involves reviewing a client’s current needs, future goals, and budget to recommend an appropriate plan. The approach focuses on clear communication and matching coverage to the specific situation, helping ensure that each policy selected aligns with the client’s overall financial strategy.
Kristine Wiseman Patzke Agency, LLC American Family Insurance in Lake Oswego, Oregon, provides one-time life insurance policy purchases for immediate coverage needs alongside ongoing portfolio reviews for clients seeking updated protection. These services help individuals and families secure financial support for beneficiaries while addressing long-term income replacement or debt obligations. Policies are available for term or permanent structures, customized to local risk factors and household budgets. Service for policyholders runs on a combination of one-time enrollment and scheduled check-ins for policy adjustments as life circumstances change.
As Lake Oswego homeowners review their annual budgets each spring, securing family financial protection becomes a priority. Goosehead Insurance - Thomas Synovec provides life insurance agent services in the area, helping clients evaluate term, whole, and universal policies suited to their long-term needs. The company guides families through comparing coverage options and navigating underwriting requirements from multiple carriers. A thorough consultation begins with reviewing current assets, income, and dependents to determine appropriate benefit amounts. This process includes scheduling an initial risk-assessment meeting to analyze personal circumstances.
Elsa Goebel at Comparion Insurance Agency in Lake Oswego, Oregon works with individuals and families to identify appropriate life insurance coverage that aligns with financial goals and personal circumstances. The agency assists clients in understanding policy options that can help protect beneficiaries and provide long-term financial security. Serving the Lake Oswego area and surrounding communities, the agency offers support for personal life insurance needs. For commercial clients, Elsa Goebel at Comparion Insurance Agency can serve businesses including offices, warehouses, and food service operations.
Sean Mcloughlin at Comparion Insurance Agency in Lake Oswego, Oregon, is known for guiding clients through life insurance options without overstating products. The agency helps individuals and families assess term, whole, and universal life policies to match budget and long-term objectives. Conversations focus on income replacement, debt coverage, and future education funding. Financial preparedness during illness or accident gets clear attention. The office adds specialty support by reviewing existing policies to identify gaps or overlaps.
Michael Jenkins Agency Inc American Family Insurance in Lake Oswego, OR, provides residential life insurance services to help local families secure their financial future. The agency also extends commercial coverage options to protect area businesses and their key personnel. Their service area covers the surrounding communities within Clackamas County and the greater Portland metro region. Clients can reach out between regular policy reviews for annual plan updates or adjustments following major life events.
Comparion Insurance Agency specializes in term, whole, and universal life insurance, serving clients in Lake Oswego, Oregon. It also provides general policy reviews and coverage adjustments for individuals and families. Local agents offer personalized guidance to help residents navigate plan selection and beneficiary designations. As seasonal needs shift, the agency assists clients in ensuring adequate protection before major life events like retirement or a child’s college enrollment.
What Does a a Life Insurance Agent in Lake Oswego Cost?
Life insurance costs in Oregon vary by age health coverage amount and policy type. A healthy 30 year old might pay 25 to 50 dollars per month for a 20 year term policy with 500000 dollars in coverage. Older applicants or those with health conditions may pay higher premiums. This is general information and does not constitute insurance advice.
About life insurance agents in Lake Oswego
Life insurance agents in Lake Oswego help residents and families choose policies that provide financial protection. Oregon law requires agents to hold a valid license issued by the Oregon Division of Financial Regulation. Local agents can guide you through term life whole life and other policy options tailored to your needs.
Frequently Asked Questions
What license does a life insurance agent need in Oregon?
In Oregon life insurance agents must hold a valid resident or non-resident license from the Oregon Division of Financial Regulation. They must complete pre-licensing education and pass a state exam. You can verify an agents license on the Oregon Division of Financial Regulation website.
How long does it take to get life insurance in Lake Oswego?
The process can take from a few days to several weeks depending on the policy type and your health. Term life policies with no medical exam may be issued in days. Policies requiring a medical exam and underwriting can take 4 to 8 weeks.
Can I buy life insurance online from a Lake Oswego agent?
Yes many Lake Oswego agents offer virtual consultations and online applications. Oregon law allows electronic signatures and digital policy delivery. You can complete the entire process without visiting an office in person.
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