Kyle Bjorklund

Kyle Bjorklund

Managing Representative
Branch Supervisor TFA

I’ve been in the Financial Services Industry for 13 years.

Why I love what I do:

Financial services play a crucial role in helping individuals and businesses manage their money, invest wisely, and secure their futures, making a significant positive impact on people’s lives. It’s also essential to the economy, providing a level of stability and potential for growth even in uncertain times. 

Family/Personal interests:

I’m married to my wife of 12 years, Brittney. We have 3 daughters, Mallory, Avery and Blaire. I enjoy family time with them and watching them grow into beautiful young women. I also enjoy staying active at my church and in the community. When I have time outside of the kids playing softball, basketball and dance competitions, I enjoy golfing. 

Personal Accomplishments:

I’m a 6 year MDRT qualifier and also hold a Series 6 & 63 license in addition to life and health. I’m also licensed in over 20 states.

Needs Analysis

The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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