Skillbuilder - Planning for a Successful Retirement - Western Asset Protection
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Skillbuilder – Planning for a Successful Retirement

March 26 @ 11:00 am - 12:00 pm

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You are invited to attend the Succession Planning Skillbuilder presented by Steven Smith and Nic LeClair

This session will provide valuable insights and information regarding ways to plan for a successful retirement as an insurance agent or agency.

Details of the Event:

  • **Date:** Wednesday, March 26
  • **Time:** 11 AM Arizona Time
  • **Duration:** 30-45 minutes
  • **Presenter:** Steven Smith and Nic LeClair

Please mark your calendar and join us for this informative session. This webinar will equip you with the knowledge and tools to stay ahead, even when the unexpected happens. Register now to secure your spot.

Details

Date:
March 26
Time:
11:00 am - 12:00 pm
Event Category:
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We do not offer every plan available in your area. Currently, we represent 37 organizations that offer 1,855 products nationally.  Please contact Medicare.gov, 1‐800‐ MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Final expense life insurance can be used by the beneficiary designated as needed rather than being limited to specific funeral services and providers. Final expense life policies will have a lower face value than most traditional term or whole life policies as they are intended for a specific purpose of covering those final costs rather than providing comprehensive support for surviving family members. This type of policy generally doesn’t require a medical exam, but premiums will be higher the older you are, and some benefit payouts may be limited during the first few years of coverage for those with significant health issues. Reducing or skipping premium payments will impact the amount of interest paid and may impact how long the policy lasts. Accessing the cash value of a policy will reduce the available cash surrender value and the death benefit. Policy guarantees are based upon the claims-paying ability of the issuing life insurance company.

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