In today’s world, protecting your financial future means more than investing wisely—it also requires having the right insurance strategies in place. Join us for Personal Insurance 101: Safeguarding Your Wealth and Well-Being, a practical and easy-to-understand session designed to help you build a strong personal risk-management foundation
During this webinar, we’ll cover the essential insurance coverages that support and protect your long-term financial plan, including homeowners and renters insurance, auto insurance, umbrella liability, disability income protection, and life insurance. You’ll learn what each policy does, how to determine the right coverage levels, and how insurance fits into an overall wealth-protection strategy.
Whether you’re new to personal insurance or looking to reassess your current coverage, this session will give you the confidence and clarity to make well-informed decisions.
Key Takeaways:
Understand the core types of personal insurance and what they cover
Learn how to evaluate your current protection and identify gaps
Discover strategies to safeguard your income, assets, and long-term goals
Gain practical tips for choosing coverage that aligns with your financial plan
Perfect for individuals and families alike, this webinar empowers you to take control of your financial security with confidence.
Hosted by: Bri Peterson, Retirement Education Consultant Manager & Wealth Advisor & Kelly Weber, Private Client Risk Advisor
