A key component of financial well-being is the ability to provide financial support to loved ones. This session provides an overview of two common types of life insurance: Term and Permanent and highlights why a person should have life insurance, and who should consider owning it. We will also discuss how a permanent life insurance policy can provide additional flexibility through the policy’s cash value. Guidance for review of an existing life insurance policy is also included. At end of discussion, you should have clear understanding of the types of insurance and the options available to them.

MM202503-300868