Life Insurance
Thank you for your interest.
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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| Okun Financial Group, Inc. |
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100 West Road, Suite 300
Towson,
MD
21204
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| Phone: (410) 494-6130 | • | Fax: (410) 494-6131 |
| www.okunfinancialgroup.com | • | kokun@okunfinancialgroup.com |
 Services in MD and DC and other states listed below
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. Kathie Okun and Stuart Gray are registered representatives of Lincoln Financial Advisors Corp. Okun Financial Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-3036680-040920 We are registered to offer securities in AR, CA, CO, DE, DC, FL, ID, IL, LA, MD, MN, MS, NC, NJ, NY, OR, PA, SC, SD, TX, VA, WA and WV. We are licensed to sell insurance in CA, DC, DE, FL, KY, MD, MN, NC, NJ, NY, OH, PA, SC, VA, WA and WV.
Not all registered representatives with our firm are able to offer advisory services. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. 1 Blue Chip Advisor of the Year Award is an award from Penn Mutual and its broker/dealer Horner, Townsend & Kent (HTK) which recognizes an HTK advisor who is a top sales performer and demonstrates high standards of integrity, ethics and performance in helping clients achieve financial security. Kathie Okun was nominated for this internal award which was independently granted.
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