Reeves Insurance & Financial Services

Reeves Insurance & Financial Services Providing quality financial strategies, and offering insurance and financial services to businesses My Insurance License # is LD0766237.

Susan Reeves is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of California. No insurance business may be conducted outside this state referenced. Additionally, Susan Reeves is a Registered Representative of and offers securities products & services through NYLIFE Securiti

es LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state(s) referenced.


21482 Montbury Drive
Lake Forest, CA 92630
Office: 949.837.2595
Mobile: 949.616.0656
Fax: 949.837.2454


Neither Reeves Insurance & Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Reeves Insurance & Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To r...
09/20/2024

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To receive expert financial guidance on continuity plans, connect with me today.

After the upheaval from the pandemic, prepare your small business against future potential disruptions with a Business Continuity Plan from New York Life.

If you are the child, spouse, or domestic partner of a frontline healthcare worker who lost their life due to COVID-19, ...
09/13/2024

If you are the child, spouse, or domestic partner of a frontline healthcare worker who lost their life due to COVID-19, we want to support your educational goals. Cofounded by New York Life, the Brave of Heart Fund is now offering scholarships ranging from $5,000 to $25,000, with funds guaranteed to all eligible applicants. Most recipients can reapply for scholarship support each year through the 2026–27 school year. Apply by October 7, 2024, and take the next step toward your future.
If you’re a high school senior, current undergrad or grad student, or you’re looking to resume college after time off—visit the link to learn more, check eligibility details, and apply.
https://bit.ly/3ziylVG

Wishing everyone a joyful and safe Independence Day! As we enjoy the fireworks, BBQs, and time with loved ones, let's re...
07/04/2024

Wishing everyone a joyful and safe Independence Day! As we enjoy the fireworks, BBQs, and time with loved ones, let's remember the significance of this day and the liberty we cherish.

Why purchase life insurance in your 20s? For starters, it can help you pay for expenses, grow wealth over time, and save...
06/16/2023

Why purchase life insurance in your 20s? For starters, it can help you pay for expenses, grow wealth over time, and save you money by locking in your rates early. This , learn how life insurance can be good for your financial health.

Trying to decide when you should get life insurance may be one of the more important financial decisions you make. Let New York Life help.

Here are a few ways you can encourage financial literacy in children and teens.
06/18/2022

Here are a few ways you can encourage financial literacy in children and teens.

April is Financial Literacy Month, a time to raise awareness about financial education for young people. As a mom to two teenage girls, I can certainly attest to its importance.

Here are five ways entrepreneurs can avoid burnout while pursuing their passion and maintain their health and well-being...
06/17/2022

Here are five ways entrepreneurs can avoid burnout while pursuing their passion and maintain their health and well-being.

Many entrepreneurs have an intrinsic divide between the business persona they show to the public and the authentic personality they have in private.

As a small business owner, you are your business, and your business depends entirely on you. Take a look at how life and...
06/15/2022

As a small business owner, you are your business, and your business depends entirely on you. Take a look at how life and disability insurance can be there for you if things take an unexpected turn.

You've probably thought about general liability insurance as a small business owner, but what about life and disability insurance?

Your family depends on you for so much, and Million Plus Level Term Life Insurance can protect their lifestyle and futur...
04/02/2021

Your family depends on you for so much, and Million Plus Level Term Life Insurance can protect their lifestyle and future for less than you might expect. This video shows you how. Contact me with any questions.
https://bcove.video/3vw7P4x

Read this before you do your taxes to see if you qualify for this exemption.
04/01/2021

Read this before you do your taxes to see if you qualify for this exemption.

The IRS will issue automatic refunds in May to people eligible for the new unemployment tax exemption who already filed a tax return.

The world has changed for business as usual. Read on to learn about what's different for both consumers and employees.
03/31/2021

The world has changed for business as usual. Read on to learn about what's different for both consumers and employees.

With greater connectivity and options, consumers have higher expectations from companies, but also more skepticism toward brands. Employees expect more too, especially in this new normal due to the Covid-19 pandemic.

You can stretch your start up budget and still offer quality service and build your business.
03/30/2021

You can stretch your start up budget and still offer quality service and build your business.

There are a few elements of business you can reasonably cut to help give your business the kick-start it needs.

Too much going on? Try these tips for minimizing distractions and staying focused.
03/29/2021

Too much going on? Try these tips for minimizing distractions and staying focused.

At any given time, dozens of things are fighting for your attention. Pop up banners want your email address, ads want you to look at them, colleagues want you to respond to them and friends want you to talk to them. Plus there's that small matter of the work you’re actually meant to be doing.

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Lake Forest, CA

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