AGENDA:

9/2 – Life Insurance 101: Protect Your Family’s Future

You’ll learn:

The 3 main types of life insurance (term, whole life, IUL).
Why workplace coverage usually isn’t enough.
How families use insurance to cover debt, mortgage, and daily expenses.
Simple steps to make sure your family is protected right away.
 
9/9 – Retirement Income 101: Creating Lifetime Income Without Market Risk

You’ll learn:

Why pensions have disappeared and how to replace them.
How annuities create predictable, guaranteed retirement income.
Ways to protect your money from market losses.
How to avoid running out of money in retirement.
 
9/16 – Life Insurance 101: Income Replacement & Legacy Planning

You’ll learn:

How life insurance replaces lost income for your family.
Using insurance to leave a financial legacy for children and grandchildren.
Strategies for paying off mortgages and protecting college plans.
How to combine protection and wealth-building in one plan.
 
9/23 – Retirement Income 101: Protecting Retirement from Market Losses

You’ll learn:

How to shield retirement savings from market downturns.
The truth about 401(k), TSP, and IRA risks.
Guaranteed income riders explained simply.
How to keep your retirement income safe and predictable.
 
9/30 – Life Insurance 101: Family & Business Protection

You’ll learn:

How families use life insurance for everyday financial security.
Business uses: key person coverage, buy-sell agreements, and succession planning.
Protecting both personal and business income streams. Building generational wealth with the right strategy.