Financial Planning Webinar Series- Make the Most of Your Life Insurance Policy
Atlantic Health System Foundations, in partnership with OneTeam Financial, present: Make the Most of Your Life Insurance Policy featuring Dave Buckwald, CFP.
Life insurance is often one of an individual's largest and most neglected financial assets. Today, more than ever, it's essential to ensure that your permanent life insurance policy is adequately funded and that you are protected. Older policies that used to make sense may no longer be in your best interest today. The economic results of COVID-19 have impacted the ability of life insurance companies to maintain their current crediting rates and dividends.
Unless action is taken, you may either have to pay more or get less from your insurance policies. Do you know what you are actually being charged on your life insurance — not the premium? In this session, you will learn how to optimize your life insurance as part of your holistic financial plan in line with the latest standards and best practices.
About David Buckwald, CFP, CLU, ChFC, CLTC
David Buckwald has been providing financial advice and guidance to individuals, families, and business owners for more than 30 years with specialties, including life insurance, estate planning and wealth transfer strategies. His mission is to make sure that no family or business will ever be left unprotected.
Event Location: Webinar
Login details to be provided upon registration.