Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:
When preparation meets planning, little luck is actually needed! Find out why planning the loss of a spouse is more than just a life insurance policy.
Talking Points:
1. Life Insurance
2. Reasons you need it
3. LIFO/LIFO
4. Debunking Banking Strategy
5. Types of Life insurance
Resources –
• “Understanding estate and insurance documents and what needs to happen if you live in two states.” Consider This Program with Joe Clark, CFP Understanding estate and insurance documents and what needs to happen if you live in two states. – https://yourlifeafterwork.com/understanding-estate-and-insurance-documents-and-what-needs-to-happen-if-you-live-in-two-states
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
