369 FINANCIALS, LLC

369 FINANCIALS, LLC 369 FINANCIALS, LLC 369 FINANCIALS, LLC

369 FINANCIALS, LLC

369 FINANCIALS, LLC 369 FINANCIALS, LLC 369 FINANCIALS, LLC
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9162388122

Insuring a Bright Future

Insuring a Bright FutureInsuring a Bright FutureInsuring a Bright Future

Get peace of mind!

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About Us

Protecting Families and their Legacy

PLAN FOR TODAY…

Life insurance is a powerful financial tool that can be used to protect and secure your family’s future should you pass away, become disabled or faced with a terminal illness. Even future income replacement, retirement planing or simply leaving a legacy behind for your love ones. 

…PROTECT TOMORROW

What we provide

We specialize in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies and retirement protection through the use of fixed index annuities.

Assessing Need

Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.


Building Relationships

Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-earn assets.

Our Team

Lily Ann Lam CA LIC 4144569

Lily Ann Lam CA LIC 4144569

Lily Ann Lam CA LIC 4144569

Lily began her career in insurance in July 2021 as a field underwriter with Family First Life Insurance Company. 

In November of 2021, Lily is currently with Family First Life and started her private agency as a broker with 369 Financials Services, helping families across the country. Lily is contracted  with over 20+ top A rated Insurance

Lily began her career in insurance in July 2021 as a field underwriter with Family First Life Insurance Company. 

In November of 2021, Lily is currently with Family First Life and started her private agency as a broker with 369 Financials Services, helping families across the country. Lily is contracted  with over 20+ top A rated Insurance carriers such as : 


National Life Group -Americo -Mutual of Omaha-TransAmerica-Foresters Financials-American Amicable-Gerber-AIG-Global Atlantic Financial Group-Aetna-John Hancock-Royal Neighbors of America-Prospersity Life Group-ATHENE-CFG *columbian financial group

and more*


Lily is currently licenses in  :

California

Washington

Oregon

New Mexico 

Michigan

Texas

Ohio

South Carolina 

New Jersey

and 

Pennsylvania 


Call for more information:

Nicole Van Houten CA LIC 4144545

Lily Ann Lam CA LIC 4144569

Lily Ann Lam CA LIC 4144569

Nicole  began her insurance career in July 2021 as a field underwriter at Family First Life Insurance Company. In November of 2021,  Nicole also joined Lily  and started their careers as a producer/broker with 369 Financials  Services, LLC. Nicole is contracted  with over 20+ top A rated Insurance carriers such as :   


National Life Group 

Nicole  began her insurance career in July 2021 as a field underwriter at Family First Life Insurance Company. In November of 2021,  Nicole also joined Lily  and started their careers as a producer/broker with 369 Financials  Services, LLC. Nicole is contracted  with over 20+ top A rated Insurance carriers such as :   


National Life Group -Americo -Mutual of Omaha -TransAmerica -Foresters Financials -American Amicable -Gerber -AIG -Global-Atlantic Financial Group -Aetna -John Hancock -Royal Neighbors of America -Prospersity Life Group -ATHENE 

CFG *columbian financial group 

and more*  


Nicole is currently licenses in  : 

California 

Louisiana

Florida

Maryland

South Carolina 

Ohio

West Virginia

New Mexico

Nebraska

Arizona

Texas

Iowa

Utah 

and

Maine


Call for more information:

Reviews:

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Life insurance isn’t just for the past or should you die too early. There are most programs that are design to take care of your todays need. Many products and insurance carriers offers complimentary or additional add on riders that covers you in case you are faced with an illness or become disabled. Most have a waiver of premium so your policy is still enforced and you’re not subject to lapse. Giving you a peace of mind so you can take proper measures to get back on track. 

When speaking with your agent to set up your policy, any valuables you are concerned about and our agent can review your policy and recommend changes to ensure your valuables have proper coverage. A licensed professional can help you with an annual review o make use you’re getting the  best coverage. An agent can help you design retirement planning or roll over your 401 into your policy. Remember, life insurance is taxed free when benefits are disburse. Talk to a advisor today!.

Not everyone can qualify for life insurance protection. Make sure you ’re talking  to a reputable source and a licensed professional to ensure you’re getting best rate and coverage for your situation.  Everyone’s situation is different, weather it is to set up your future or for your the future of your family. Whatever the purpose may be, we all just want to protect our love ones from any financial burden.

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Financial Solutions / Life Insurance

9162388122

Hours

Office hours 

Monday & Thursday :  7am-7pm

Tues - Wed - Fri - Sat - appointments only

Sunday: Closed

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