Don Kline

Change your cover photo
Change your cover photo
This user account status is Approved

This user has not added any information to their profile yet.

President
Independent Life, LTD and Long-term Care Insurance Professional

SPECIALTIES
LIFE INSURANCE FOR BUSINESSES AND PARTNERSHIPS:
Key Person for Owners, Executives, and Employees
Funding Buy-Sell and Stock Redemption Agreements
Private Life Insurance for C-Level Executives

LONG-TERM CARE INSURANCE:
Protection for Business Owners and “Carve-Out” Employees
Tax Strategies Available to C-Corporations
Life/ Long-Term Care Insurance Hybrid Policies

LONG-TERM DISABILITY INSURANCE:
Protection for the Self-Employed
Business Overhead Expense LTD for Owners
Supplemental Benefits above LTD Group Coverage Cap

WEALTH PRESERVATION STRATEGIES:
Estate Tax Planning for High Net Worth Individuals
Survivorship Life Insurance Policies
Private Retirement Option Planning

Donald A. Kline Financial and Insurance Services, Inc.
SF1 San Francisco
200 Edgewood Avenue
Mill Valley
CA
94941
415-381-1422
415-385-9405