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Life Insurance: Completing Your Financial Plan

Most people think of life insurance as a means of protecting their family against some of the financial hardships of losing a spouse, particularly a household breadwinner. However, life insurance may also offer compelling “living benefits,” including tax advantages.

Register for this live webinar to learn the “ins and outs” of life insurance, including the most common types of life insurance policies, strategies for using life insurance to create multi-generational wealth, and how the right insurance solution could help you realize the full value of tax-free cash accumulation. 



·       Understand the full value of insurance

·       Replace income

·       How much is enough?

·       Recognize common policy traps

·       Retirement planning

·       Estate planning

·       Generational planning


Plenty of time for Q&A will follow this half-hour presentation. This webinar will also be presented on Wednesday, June 21, 2017. 


Presented by:
James Tavares
Apella Capital, LLC

Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained during this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.

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