Check the background of your financial professional on FINRA's Broker Check. Registered Representatives in the Simplifynance program offer securities through Cetera Advisors LLC (CA) a registered broker-dealer, member FINRA, SIPC. Advisory services are offered through Cetera Advisors LLC, an SEC Registered Investment Adviser. CA is under separate ownership from other named entities.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation(commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.
#11 - Life Insurance As Life Evolves
During this 12th episode of the Simplifynance Podcast, host Rachel Stewart celebrates Life Insurance Month, which occurs in September, by providing practical reasons for learning more about life insurance, identifying when your needs may change, and illustrating how life insurance professionals can be of service to you.
Episode Highlights:
0:45 September is life insurance month.
1:16 What determines your life insurance need?
1:34 Don’t forget about major life events.
1:59 After researching online, a professional can help with the rest.
2:13 You’re invited to participate!
3 Key Take-Aways
1. Life insurance is often overlooked until something crucial happens.
2. People can be affected on both sides of the equation if proper planning hasn’t been done in advance.
3. Life insurance professionals can help you assess your concerns, discus options, and help you decide on a practical solution that meets your budget.
Resources Mentioned:
Simplifynance Resources
Contact:
Rachel Stewart