February 15, 2018 – Prefunding Your Final Expense Planning: A Key Part of Your Financial Plan; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent
Did you know millions of consumers are retiring early? Compared to previous generations, most are retiring without pensions and group benefits, including no life insurance. Upon retirement, most are shocked to learn their group life insurance coverage has ended. Join Monica and Janet to learn how setting up a Prepaid Funeral Expense Trust affords your clients benefits such as: income tax free funds, exemption from probate, immediate availability, safety from creditors, and more!