Explore Insurance Solutions
Category: Business Meetings
Date and Time for this Past Event
- Wednesday, Jun 22, 2022 6pm
Details
Your life is always changing. Make sure your insurance keeps up. When was the last time you considered your long-term care, life, and disability insurance needs? Probably when you purchased your first policy – several years ago – if at all. Join Even Keel Wealth Advisors of Raymond James for a 30-minute Zoom webinar as we explore the insurance solutions available to you. If you can answer yes to any of the following questions, it’s time to evaluate what insurance solutions you need:
- Has your marital status changed?
- Have your children graduated college and moved out on their own?
- Have you purchased a new home or paid off a mortgage?
- Have you started a business - or sold one?
- Has a promotion or job change altered your income situation?
- Have there been changes in the tax laws that apply to you?
- Have you received an inheritance?
- Have you acquired assets (such as real estate) increasing your financial worth?
- Has your employer or occupation changed?
- Have your group benefits been altered or discontinued?
- Have you received premium increases on your existing long-term care policy?
- Does longevity run in your family?
- Has a loved one or someone close to you required long-term care?
