Kristi Sullivan

CFP

®

Certified Financial Planner

Kristi_Sullivan_CFP

Expertise

Financial planning, estate planning, insurance planning, investment management

Education

Colorado State University (BA); CFP Board (CFP®)

About

Kristi Sullivan, CFP®, is a certified financial planner, a member of the Financial Review Council at Policygenius, and the owner of Sullivan Financial Planning, LLC, where she helps people make important life decisions while knowing the effects on their finances. Previously, she was a regional consultant at Fidelity Investments for nine years, where she taught classes about financial concepts. In addition to her CFP® certification, Kristi holds a FINRA Series 65 license and a business degree from Colorado State University.

Want to interview a Policygenius expert?

Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.

press@policygenius.com

Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Want to interview a Policygenius expert?

Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.

press@policygenius.com

Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Selected stories from Kristi

How long should term life insurance coverage last?

Term life insurance usually lasts between 10 and 30 years. You can choose how long your term life insurance lasts based on your financial situation.

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Cheapest life insurance companies (2024)

Protective, Legal & General America, Corebridge Financial, Transamerica, and Pacific Life offer some of the cheapest life insurance policies on the market, but there are also steps you can take to ensure you’re getting the most affordable rates.

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Best life insurance for spouses (2024)

Buying a separate life insurance for your spouse or domestic partner is often easier and cheaper than buying a joint policy for both of you. Our top picks for life insurance for couples include Legal & General America, Protective, and Corebridge Financial.

Read more