The Leo Truong Blog
Insurance & Retirement, Explained Simply
Straightforward guidance on life insurance, retirement planning, and financial strategies — written for Southern California families, in plain English.
Latest Articles
What Happens During a Life Insurance Medical Exam?
Learn what may happen before, during, and after a life insurance medical exam, including health questions, measurements, lab work, and possible next steps.
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Determining the Right Life Insurance Amount for Your Growing Family
Learn how much life insurance a family needs with a step-by-step guide to protect your growing household and compare coverage options.
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Can a Trust Own Life Insurance? Ownership and Beneficiary Basics.
Learn how a trust can own life insurance to protect your estate, avoid probate, and reduce taxes with this complete guide from licensed agent…
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Smart Policy Timing: Choosing the Right Age to Secure Coverage
Learn when is the best time to buy life insurance by age, cost, and life milestones. Understand term and permanent policy options for smart…
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Convert Term Life to Permanent Life Insurance to Secure Lifelong Protection
Convert term life to permanent life insurance to secure lifelong coverage without a medical exam. Learn how conversion riders, cash value, and costs work.
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A Practical Guide: Understanding Insurance Based Financial Strategies for Families
Learn how insurance based financial strategies protect your family with income replacement, living benefits, and estate liquidity guidance.
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Life Insurance to Cover a Mortgage: How It Can Help Protect Your Family
Protect your home and family with life insurance to cover a mortgage. Learn policy types, coverage amounts, and how to choose an appropriate option.
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Smart Wealth Protection Strategies Every Family Should Consider
Start With Layers That Protect Your Family Smart wealth protection strategies begin with protecting the people who rely on your income and support.
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Beginner’s Guide to Legacy Planning Basics
Learn the basics of legacy planning to protect your family's wealth, values, and assets for future generations.
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