WEBINAR: Life Insurance: Do You Need It?
Determining whether you need life insurance can be complex. Join Director of Advanced Strategies Carmen Bississo, CIMA®, AIF®, CLTC, CAS®, CFS®, as she provides an overview of life insurance products aimed at giving you an understanding of how these contracts work and how they can be used as part of one’s financial plan.
The presentation addresses:
- Types of Life Insurance Policies
- Popular Add-Ons & Provisions
- Risks & Benefits (Including Tax Benefits)
- Why Own Life Insurance?
- Life Insurance & Estate Planning
- How to Determine Amount of Coverage You Need
- Questions to Ask Yourself When Considering Life Insurance
- Steps You Can Expect in the Application Process
February 10, 2022