From Acorn to Oak: Insurance Solutions for the Seasons of Life

As we enter different phases of life, our need for insurance changes as well. Our needs when growing a young family and saving for retirement are quite different than when ensuring we’re protected from a long-term care event. In this presentation, we’ll demonstrate how to use solutions like term life and disability insurance to protect our families and income during working years. We’ll then illustrate the importance of long-term care insurance as focus shifts to protecting our legacy and assets later in life.

Learning Objectives:

• Understand how to compare insurance needs at different phases of life.
• Construct a protection plan including term life and disability insurance during income-earning years.
• Assess the need for long term care insurance and illustrate coverage with Traditional LTCi