September is Life Insurance Awareness Month—and it’s a good time to ask an important question:

If your income stopped tomorrow, how long would the rest of your financial plan continue to work?

I’d like to invite you to the next installment of In The Room, my live financial education experience designed to make important financial topics easier to understand and apply to real life.

IN THE ROOM
Life Insurance: Protection, Planning & Legacy
Thursday, September 24
6:00 pm EST
Live via Zoom

Life insurance is often associated with simply providing money after someone dies. But determining whether you need coverage—and what kind—starts with a much bigger conversation about the people, income, obligations and goals you’re trying to protect.

During this live educational experience, we’ll discuss:

• How to evaluate whether you have a life insurance need
• How to estimate how much coverage may be appropriate
• The differences between term and permanent life insurance
• Why employer-provided coverage may not tell the whole story
• How insurance needs can change as you approach retirement
• Living benefits, legacy planning and other potential uses of life insurance
• Common mistakes to watch for with existing policies and beneficiaries

Already have life insurance?

This experience is still for you.

Your income, family, debts, career and financial goals can change significantly over time. The important question isn't simply whether you own a policy—it's whether the coverage you have still does the job you intended it to do.

Register for In The Room: 

I hope you’ll join me on September 24.