A Different Perspective for Women Towards Investing for Retirement
November 13, 2018
Gathering 2019 – 2-Day Registration
November 28, 2018Income Protection Strategies for Your Clients
$25.00
Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent
Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Trusts and Homeowners Insurance – Avoid the Train Wreck
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Crucial Medicare Information for You and Your Client
$25.00Are your clients in a Medicare plan that provides the appropriate coverage at the lowest cost? Whether it is Original Medicare, Medicare Advantage, or a Medicare Supplement, finding the right plan now will help mitigate a future health care financial crisis. Join Jim and Monica to discuss:
- Reviewing enrollment periods;
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- Describing the five things your client must know about Medicare;
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by James Fogelstrom and Monica Szakos Cramer
