LifePlan Financial

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LifePlan Financial Knowledge is the key to a successful financial future. Tel: 802 864 6819 LifePlan Financial is independent of Equity Services, Inc. TC113510(0320)P

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 354 Mountain View Drive, Suite 200, Colchester, VT 05446. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Ross Steelman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maine and New Jersey. He e is also insurance licensed in Maine and New Jersey. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

Considering getting life insurance and wondering what to expect of your first meeting with me? Let’s make it simple! 1....
10/23/2026

Considering getting life insurance and wondering what to expect of your first meeting with me? Let’s make it simple!
1. We talk about your goals
2. We review your current coverage (if any)
3. We identify options that fit your needs

Ready to begin? Let's connect!

Nobody grabs an umbrella hoping it'll rain.You bring it because you'd rather be prepared.Life insurance is obviously a m...
10/22/2026

Nobody grabs an umbrella hoping it'll rain.
You bring it because you'd rather be prepared.

Life insurance is obviously a much bigger decision, but there's something to that idea.

Its primary purpose is to provide a death benefit that can help financially protect the people who depend on you.

Who are you protecting? What would they need financially if you weren't here?

If you're not sure whether your current life insurance reflects those answers, let's talk.

10/14/2026

📣 **WE’RE HIRING! Office Administrator – Financial Services**

We’re looking for an organized, dependable, and personable individual to join our financial services practice as an **Office Administrator!**

This is a great opportunity for someone who enjoys keeping things running smoothly, helping people, and being part of a professional, client-focused team.

**What we’re looking for:**
✅ Strong organizational skills and attention to detail
✅ Excellent communication and customer service skills
✅ Comfort with computers, email, scheduling, and document management
✅ A professional, friendly demeanor and a strong work ethic
✅ The ability to handle confidential information with discretion
✅ A willingness to learn and take initiative

Experience in an administrative, financial services, insurance, or office support role is a plus, but the right attitude, reliability, and willingness to learn are just as important!

If you’re someone who takes pride in your work and enjoys helping others, we’d love to hear from you.

📩 **Interested?** Send me a private message for more information or to inquire about applying.

Please feel free to share this post with anyone you think might be a great fit. Thanks!

A life insurance policy is more than paperwork. It’s a promise to protect. I’m here to help you make that promise to you...
10/09/2026

A life insurance policy is more than paperwork. It’s a promise to protect. I’m here to help you make that promise to your future self and your loved ones. Let’s talk!

When we talk about life insurance, it's easy to jump straight to a number.I'd start somewhere else.Who depends on you fi...
10/06/2026

When we talk about life insurance, it's easy to jump straight to a number.
I'd start somewhere else.

Who depends on you financially?
What would still need to be paid if you weren't here?

The mortgage. Everyday expenses. Education. Other financial responsibilities don't necessarily disappear.

Life insurance is first and foremost about the death benefit and the financial protection it can provide to the people who depend on you.

If you're wondering whether your coverage matches what you're protecting, reach out. We can talk it through.

Life insurance comes with its own vocabulary, but the basics don’t have to feel complicated.A beneficiary is the person ...
09/29/2026

Life insurance comes with its own vocabulary, but the basics don’t have to feel complicated.
A beneficiary is the person or entity designated to receive a life insurance policy’s death benefit.
Understanding terms like this can make it easier to understand your coverage and have more informed conversations about your financial strategy.

Every day I get to help families protect their financial future and build financial stability. That’s something to raise...
09/25/2026

Every day I get to help families protect their financial future and build financial stability. That’s something to raise a cup of coffee to!

Life insurance is ultimately connected to the things that matter in life.The people who depend on you. The goals you’re ...
09/14/2026

Life insurance is ultimately connected to the things that matter in life.
The people who depend on you. The goals you’re working toward. The future you want to help protect.
Life Insurance Awareness Month is a good reminder to consider the role life insurance can play in your broader financial strategy.

September is Life Insurance Awareness Month, a reminder to give something that’s easy to put on the back burner a little...
09/04/2026

September is Life Insurance Awareness Month, a reminder to give something that’s easy to put on the back burner a little attention.
As families, responsibilities, goals, and financial circumstances change, life insurance needs can change, too.
This month is a good opportunity to consider where life insurance fits into your financial strategy.

September has a way of putting life back into focus.Schedules change, routines return, and priorities can shift, too.It ...
09/03/2026

September has a way of putting life back into focus.
Schedules change, routines return, and priorities can shift, too.
It can be a useful time to check in on your financial strategy and consider whether it still supports where you are and where you want to go.

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Westport Island, ME
04530

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