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 Insurance
Permanent Life Insurance
Universal Life; Individual and Survivorship
Variable Universal Life (VUL)
Guaranteed Universal Life (GUL); Individual and Survivorship
Disability Insurance
Critical Care Insurance
Long Term Care Insurance
Annuities
Immediate
Fixed
Variable
Hybrid Life/LTCi
Hybrid Annuity/LTCi
Life Settlements
Thanks 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 info@rootedpg.com
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: AMY@ROOTEDPG.COM