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.
CA Insurance License #: 0G61709
Meet the Guest Speaker
Paul was the San Diego Chapter President for the National Association of Asian American Professionals (NAAAP): a Pan-Asian professional organization with chapters in 28 major metropolitan cities across North America. He has been featured as a guest and subject matter expert on numerous radio shows and podcasts including NPR’s Midday Edition. Paul currently serves as a Board Member for the San Diego Financial Literacy Center (SDFLC), a 501(c)(3) nonprofit organization dedicated to delivering financial education and debt management services to the public.
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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Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity.