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Your Guide to Life Insurance & Long-term Care WATCH ON-DEMAND Insurance Optimization WEBCAST | Recording Available On-Demand
 

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.


WATCH ON-DEMAND
 

Slide Webcast Topics insurance coverage Types of insurance + pros & cons of each policy tax-free long-term care What you should know about tax qualified long-term care policies hsa special enrollment HSA eligibility & special enrollment due to COVID-19
through the end of June
VUL rescue What to do if you have VUL Register

Slide Paul S. Lim, CRPC®, CFP®
The Wealth Consulting Group
CA Insurance License #: 0G61709

Meet the Guest Speaker

Paul S. Lim, CRPC®, CFP® is a CERTIFIED FINANCIAL PLANNERTM Professional with The Wealth Consulting Group. He graduated from Johns Hopkins University with a Bachelor’s Degree in Economics and has been recognized throughout his career for both his professional achievements and community service in the Greater San Diego Area. His dedication to achieving both personal and professional excellence began early on as evidenced by his being named a “30 Under 30 – San Diego County Leader” by Patch San Diego.

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.

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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.

Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser. T | 858.812.7550 E | [email protected]

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.