EP37 – Protecting Families Through Life Insurance & Legacy Planning with Steele Nakamoto

How do you build generational wealth and protect your family—especially while caring for aging parents or raising kids? In this episode of the Simplify Senior Transitions Podcast, I sit down with Steele Nakamoto, a licensed life insurance agent with National Life Group, to explore how modern life insurance can be a powerful tool for family protection, legacy planning, and even long-term care.

We discuss:

• Term vs. permanent life insurance

• Building cash value for future needs

• Life insurance as a safety net for caregivers

• Questions to ask before choosing a policy

• How Steele builds trust in a misunderstood industry

If you’re supporting an aging loved one—or thinking about your family’s future—don’t miss this episode.

🎧 Available now on all podcast platforms & YouTube!

👤 Guest Bio:

For over four years, Steele Nakamoto has helped families and seniors create financial peace of mind through his work with National Life Group, a company founded on the mission: “Do good. Be good. Make good.”

Steele takes a relationship-first approach, customizing strategies around each client’s unique goals. Life insurance shouldn’t be one-size-fits-all—and with life constantly changing, Steele helps ensure your financial plan evolves with you.

He specializes in life insurance solutions that do more than offer protection after death. Through Living Benefits, clients can access their policy while living if diagnosed with a qualifying illness like cancer, stroke, or Alzheimer’s. It’s life insurance you don’t have to die to use.

Steele also helps clients build tax-free access to money, prepare for the unexpected, and create lifetime income they can’t outlive.

Services include:

• Life Insurance with Living Benefits

• Tax-Free Income Strategies

• Lifetime Income Strategies

• Legacy & Estate Planning

• Final Expense Coverage

• College Funding

• Wealth Transfer Solutions

Whether you’re starting a family, retiring, or planning ahead, Steele offers clarity, care, and strategies that make a real difference.

📬 Connect with Steele Nakamoto:

📧 Email: [e-mail]

📸 Instagram: @steelenakamoto

🔗 LinkedIn: https://www.linkedin.com/in/steele-nakamoto

If your loved one is considering senior living and you need to figure out what to do with their home—let’s talk!

📞 Schedule a FREE consultation via the Calendly link in the YouTube description.

🏠 Learn more: www.simplifyseniortransitions.com

📲 DM me on Instagram: @soldbydale

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