Free tools, free workshops and plain-language guidance from NeoPenn Life Strategies LLC, so your family can understand its options and protect what matters most.
Each tool runs in your browser. What you enter is not saved or sent to us.
Estimate a coverage amount from your debt, income, mortgage and education costs, minus what is already in place.
Open the toolSee what a small, regular habit adds up to over the months and years.
Open the toolYour exact age in years, months and days, for forms, applications and milestones.
Open the toolShrink the oversized photos inside a PowerPoint so it fits in an email. Your file is never uploaded.
Open the toolTurn a PowerPoint show file into a deck you can open and edit.
Open the toolThese tools are for general education. Results are estimates based only on what you enter, and are not financial or insurance advice.
Free education for families, with no obligation and no pressure.
The concepts behind everyday money decisions: budgeting, saving, debt, protecting your income and preparing for the future.
See the workshopWills, trusts, beneficiaries and powers of attorney, explained in plain language.
See the workshopAn educational conversation about possible care needs, potential costs and coverage options.
See the reviewWhen you are ready to talk, these are the conversations families most often start with.
Help your household keep going if a paycheck stops.
Ask about thisLife insurance features that may be available while you are living.
Ask about thisThink ahead about how care could be paid for.
Ask about thisDecide how what you leave reaches the people you choose.
Ask about thisA first conversation about your family and what you want to protect.
We explain the concepts and your options in plain language.
If something fits, we help you put it in place. You decide.
Founder and Principal Partner, NeoPenn Life Strategies LLC
Life Strategies is part of NeoPenn Life Strategies LLC. Sreeram works with clients and families on income protection, insurance strategies, retirement income concepts, long term care planning and legacy planning, with education and transparency first.
For current licensing details, please visit srepen.com/bio.
Tell us what is on your mind. A first conversation is free and comes with no obligation.
Information on this page is for general education and is not financial, insurance, tax or legal advice.