Life Insurance & Tax Service— Simple. Trusted. No Pressure.
I help individuals and families understand life insurance and seasonal tax filing with clarity, not confusion.
Life Appointment
What I Offer
Life Insurance
  • Term Life
  • Whole Life
  • Indexed Universal Life (IUL)
  • Final Expense
  • Mortgage Protection
Tax Services (Seasonal Only)
  • W-2 Employees
  • Homeowners
  • Family & education credit filers
  • Stock and crypto returns
Note: No business or self-employed returns — yet
Bilingual: English + Tagalog No hidden fees. No call centers
How It Works
Schedule
Book a convenient evening Zoom appointment through our online scheduler
Meet
We'll discuss your needs and go over everything together in a clear, straightforward manner
Decide
You determine if it's a fit for your needs—I handle all the paperwork and next steps
No calls. No spam. No surprises. Just straightforward guidance on your terms.
Why People Work With Me
Licensed Professional
I maintain all required credentials and focus exclusively on insurance and tax services for individuals and families. My specialized approach ensures you get expert guidance.
Pressure-Free Experience
Unlike high-pressure sales environments, I create a calm atmosphere where you can ask questions and make decisions at your own pace. Your comfort is my priority.
Step-by-Step Guidance
Complex topics become simple with my methodical approach. I break down insurance and tax concepts into understandable pieces, ensuring you feel confident in your decisions.
FAQ'S
Licensing Information
Producer #4009595
Appointment Policy
All inquiries must go through the Zoom scheduler. Direct contact details are shared after booking confirmation.
Service Areas
Insurance services available in California. Tax services provided nationwide during tax season.
© 2025 Jersel Linugo | Independent Insurance Agent & Tax Professional