Insurance can be a powerful vehicle for financial security, building assets and leaving a legacy. However, when it comes to insurance, you have many options. We break down your choices so you can choose what’s right for you.
Watch the webcast to learn how to strive to maximize your insurance benefits and find out if you and your family are properly protected. Insurance Specialist, Paul S. Lim, CRPC®, CFP®, of The Wealth Consulting Group leads the discussion.
Webcast available on-demand
Webcast Topics
- Types of insurance + pros and cons of each policy
- What you should know about tax qualified long-term care policies
- HSA eligibility and special enrollment
- What to do if you have a Variable Universal Life Insurance Rescue
Disclosures:
This presentation expresses the views of the author as of the date indicated, and such views are subject to change without notice. The information contained within is believed to be from reliable sources. However, its accurateness, completeness, and the opinions based thereon by the author are not guaranteed – no responsibility is assumed for omissions or errors. The views expressed herein reflect the author’s judgment now and are subject to change without notice and may or may not be updated. Nothing in this document should be construed as investment, tax, financial, accounting, or legal advice. Each prospective investor must make their own evaluation and investigation of any investments considered or of any investment strategies described herein (including the risks and merits thereof), should seek professional advice for their particular circumstances, and should inform themselves as to the tax or other consequences of any investments or services considered or described herein. The strategies and investments discussed during the above Course may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Canter Wealth does not render legal, accounting or tax advice; please consult your tax or legal advisors before taking any action that may have tax consequences.
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