Financial Wellness Education Series
The Atlantic Health System Foundations and OneTeam Financial offer a variety of financial education webinars conducted by industry thought leaders.
Protecting And Maximizing Your Estate:
Strategically Leverage Life Insurance within Your Financial Plan
Dave Buchwald, Founder and CEO of One Team Financial, leads this virtual discussion.
Life insurance is often one of the largest and most neglected financial assets. Today more than ever we want to ensure that your permanent life insurance policy is adequately funded, and you are protected.
Older policies that used to make sense may no longer be in your best interest.
In this session, you will learn how to enhance your life insurance as part of your overall holistic financial plan all in line with the new best interest standards.
Event Location, Date & Time
Virtual Event