What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2

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

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM