Understanding your Options with Life Insurance
Bill Kriesel, CPA/PFS, CFP®, AEP®
Partner-in-Charge: B&C Planning Services
Managing Partner: Diversified Capital Management*
Life insurance can be a critical portion of an estate plan as well as an investment plan. Most people need insurance, and Bill Kriesel will help you to answer the following questions:
- How much insurance do I need?
- How long will I need that insurance?
- Should I be purchasing term insurance or something more permanent?
- What are riders, and what are some examples of what they accomplish?
Topics to be discussed include:
Defining different types of insurance and when to use them, including:
- Term insurance
- Whole life insurance
- Universal life insurance
- Variable universal life insurance
* Diversified Capital Management is a financial planning firm, securities offered through Cadaret, Grant & Co., Inc. Member FINRA and SIPC, B&C Planning Services, LLC; Diversified Capital Management, LLC and Cadaret, Grant & Co, Inc. are separate entities, 110 West Fayette Street 5th Floor, Syracuse, NY 13202, with five planners offering a full range of security and insurance products.
2015 Educational Workshop: Understand...
Date and Time
Thursday Dec 10, 2015
8:30 AM - 10:30 AM EST
Check in: 8:30 - 9:00 AM
Seminar: 9:00 - 10:30 AM
Light Breakfast Served
Location
Fairfield Inn
250 Commerce Park Drive East
Watertown, NY 13601
Fees/Admission
Free to attend
Please RSVP by Noon, Wednesday, December 9, 2015