The first in the Fundamentals of Wealth Management series hosted by the Road to Economic Prosperity Advisory Committee. This session offered the opportunity to learn more about the fundamentals of life insurance and estate planning. Our speakers Fred Perry and Howard Williams bring their decades of experience on this topic.
Life insurance is one of the critical elements to building a financial safety net that can provide for your family in the event of the worst happening. It can also be used as a financial asset and investment vehicle that can provide real value for you and your family.
