Life Insurance – What Happens to Your Family or Business if Something Happens to You?
Life Insurance – What Happens to Your Family or Business if Something Happens to You? Tuesday, September 21st, 2021 11:00 AM – 12:00 PM PDT We are very excited to present our webinar series "Are you Ready? Protection and Planning for What's Most Important to You". As financial professionals, we are dedicated to serving our clients through a holistic approach, which includes helping you prepare for the unexpected and enjoy a worry-free retirement.
Please join us for the first webinar in the series: Life Insurance – What Happens to Your Family or Business if Something Happens to You?
Think about what might happen to those who are dependent on you if something were to happen to you today. This could be your spouse, life partner, child, or parent. How would they pay for your funeral, replace your lost income, pay the rent/mortgage, or pay for regular bills such as food and utilities? What if you own a business? How would your business survive without you?
Don’t miss this opportunity to learn the basics of life insurance and how it can protect your loved ones or your business partners in the event of the unexpected. We will also discuss how life insurance can be used for supplemental retirement income and legacy/estate planning, as well as the tax benefits of life insurance.
We insure our cars, homes, and health. Why not our lives?
Long-Term Care Insurance – Can You Afford Not to Have It? Thursday, September 23rd, 2021 11:00 AM – 12:00 PM PDT
Did you know?
· Long-term care is one of the largest, unfunded liabilities facing retirees today · The likelihood of needing long-term care is significant · The cost of long-term care can be financially devastating In this webinar we will cover what long-term care is, misconceptions about how it’s covered, what it can mean to you and your family if you’re not covered, and the types of long-term care coverage solutions currently available.
Please register today so you can learn the answer to the question “Long-Term Care Insurance – Can You Afford Not to Have It?”
Financial Planning – Don’t Worry, Be Happy! Thursday, October 7, 2021 11:00 AM – 12:00 PM PDT
Have you ever heard the phrase “failing to plan is planning to fail”? Well, that may not be far from the truth when it comes to retirement planning. People are living longer, healthcare costs continue to rise, and both inflation and the uncertainty of investment performance can impact our retirement savings. How do you know if you’ve saved enough?
Please join us as we share with you the aspects of a financial plan and how we can help you build a personalized plan that will help you prepare for the “certainty of uncertainty”.