Clarity for Your Money.Protection for Your Family.
NeoPenn Life Strategies LLC helps families understand how money works, then put the right financial protection in place, at your pace and without pressure.
- No cost to talk
- No obligation
- Plain-language answers
Education and solutions for every stage of life
We start with the concepts, then help you put the right solution in place when you are ready.
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Income Protection
Keep your family's plans on track if your income stops.
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Living Benefits
Coverage that can help while you are still living.
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Retirement Income Concepts
Understand your options for income that lasts.
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Long-Term Care Planning
Prepare for care costs before they arrive.
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Legacy Planning
Pass on what you've built, the way you intend.
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Health Insurance
Find coverage that fits your household.
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Financial Education Workshops
Free sessions that explain money in plain language.
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Business Opportunity
Build a career helping families, with mentorship.
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You should understand it before you decide on it
Our work starts with teaching, not selling. When a solution makes sense for your family, you will know exactly why.
Request an Appointment- 1
Education before solutions
You understand the "why" before you decide anything.
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Clear, no-pressure guidance
Plain language, honest answers, your timeline.
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Solutions matched to your life
Built around your family, goals and budget.
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With you for the long term
We review as your life changes.
Three steps, at your pace
Talk
A short conversation about your goals, family and priorities.
Learn
We walk through concepts and options together.
Protect
Put the right solution in place and review it over time.
Our numbers so far
- 9families served
- $20Min financial protection
- 15team members
- 5workshops delivered
- 47families educated
Learn With Us, Free
Join a workshop and leave with clarity you can use the same day.
New dates are announced here first
Our next free workshop is being scheduled. See past sessions on the events page, or ask us to let you know when the next one opens.
Try a Free Tool
Simple calculators that show what your choices really cost.
- Protection
How Much Life Insurance Do I Need?
Estimate your need with the D.I.M.E. method: debt, income, mortgage, education.
Open the tool - Saving
Cost of Waiting
Compare starting to save today with starting later.
Open the tool - Everyday money
Emergency Fund Planner
Sort needs from wants and set your three to six month goal.
Open the tool - Habits
Cost of a Habit
See what an everyday habit adds up to over the years.
Open the tool
What clients say about us
Working with Sreeram made the entire term insurance process simple and clear—he took the time to explain every detail and helped me choose a plan that truly fits my needs as a new parent and medical student. I appreciated his honest, no-pressure approach and would highly recommend him to anyone looking for thoughtful and trustworthy guidance in financial protection.
Sreeram made the process of securing term insurance straightforward and reassuring, he clearly explained and helped me choose coverage that aligns with my responsibilities and for my family’s future. I truly appreciated his thoughtful, transparent approach and would confidently recommend him to anyone seeking reliable guidance in financial protection.
Sreeram Penna
Principal Partner, NeoPenn Life Strategies LLC
Sreeram Penna, Principal Partner at NeoPenn Life Strategies LLC, trained in medicine before a friend introduced him to financial services. What began as curiosity quickly became work he loves: sitting down with families, looking at their numbers together, and seeing the relief when a clear path appears. He carries the same care he learned at the bedside into every conversation. He listens first, explains things simply, and recommends only what fits the family in front of him. Beyond NeoPenn Life Strategies LLC, he mentors young leaders through the NorthSouth Foundation's Young Changemakers Program.
For current licensing details, please visit Our Team.
Build a Career Helping Families
Flexible, mentored and built for the long term.
Latest from the blog
Short reads on how money works
Plain-language articles on protection, retirement income concepts and everyday money decisions.
Ready for a Clearer Picture?
Start with a conversation. No cost, no obligation.
The information on this page is for general educational purposes only and is not individualized investment, tax or legal advice. Testimonials reflect individual experiences and are not a promise of any particular outcome. Please see the disclosures below.