One thing I can’t help but do in my estate planning practice is look at scenarios through the lens of a mom who, for years before becoming an attorney, created comprehensive financial plans. 💰☂️📈
More often than I’d like, after understanding someone’s asset picture and the people they want to protect, I realize they probably don’t have enough life insurance.
The goal of life insurance isn’t merely to replace an income. It’s to give your family time, options, and financial stability during one of the most difficult transitions of their lives.
There are many different types of life insurance, but from a pure risk-mitigation standpoint, I’m sharing a similar framework as the one I used as a wealth advisor to help families estimate how much term life insurance they may need. Comment “PREPARE” and I’ll send it to you.✨
*I will never have someone else DM you asking for personal information or trying to sell you insurance. If you receive a suspicious message, please report it and let m...
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