Grab your lunch and join us once a month at noon for Financial Fridays with Equitable Advisors. These short, 30-minute online sessions are meant to offer tips and ideas for securing your personal financial success.
Life insurance is an important part of any well-developed financial strategy. It can help your money work harder and increase your opportunities to live more, keep more and build more, with strong protection strategies that adapt as your needs change. It can also be a tool used to protect your family, minimize your taxes, and find alternative ways to invest and potentially grow your money. This presentation outlines the role of life insurance, the beneficial tax treatment of its cash value, and different ways to calculate the amount of life insurance one needs. Additionally, we’ll do a quick review of the 5 types of major life insurance policies.