What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2
Money Roots
English - February 22, 2023 08:00 - 15 minutes - 21.7 MB - ★★★★★ - 10 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Thinking about adding disability insurance or "Risk Transfer" to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year.
Prejean Winery, https://prejeanwinery.com/ - Riesling or Gold Finch Riesling - check out the story of this wine, talk about a life event!
WHAT IS LLIS YOU MAY BE ASKING?AS AN EXTENSION OF FEE-ONLY FINANCIAL ADVISOR FIRMS, WE WORK WITH ADVISORS AND THEIR CLIENTS TO FIND THE RIGHT SOLUTIONS FOR:Term Life InsurancePermanent Life InsuranceUniversal Life; Individual and SurvivorshipVariable Universal Life (VUL)Guaranteed Universal Life (GUL); Individual and SurvivorshipDisability InsuranceCritical Care InsuranceLong Term Care InsuranceAnnuitiesImmediateFixedVariableHybrid Life/LTCiHybrid Annuity/LTCiLife SettlementsThanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at [email protected]
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: [email protected]