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.


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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