Inevitable Wealth
Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.
Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.
Inevitable Wealth
Ep. 5 - Navigating the Insurance Landscape
Tune into Episode 5 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.
Episode five features a conversation demystifying the various types of insurance—Life, Disability, Long-Term Care, and Umbrella—and breaks down their significance and benefits for individuals and families.
Are you overwhelmed by the numerous insurance options available or unsure about which insurance policies are essential for safeguarding your financial future?
Jacky and Guilian discuss:
- Life Insurance: How to determine your coverage needs and the differences between Term Life and Whole Life insurance.
- Disability Insurance: The importance of income protection in case of unexpected events, and what to look for in a policy.
- Long-Term Care Insurance: Preparing for the costs of long-term medical care and the impact it can have on your financial plans.
- Umbrella Insurance: Why adding an extra layer of liability coverage can be beneficial, and in what scenarios you should consider it.
Don't miss this insightful conversation that aims to simplify the often complex landscape of insurance. Tune in and arm yourself with the knowledge you need to build and protect your wealth.
