Insurance Planning | Covering Key Risks for Long-Term Security
Insurance is often treated as a checkbox—but it’s a critical part of any long-term financial strategy. In this session, we’ll explore how to identify and close the most common gaps in personal insurance coverage, understand the types of providers and policies available, and align your coverage with your life stage and financial goals.
Why This Matters:
Many professionals rely on employer-provided benefits or outdated policies without realizing the risks they’re carrying. With rising healthcare costs, longer life expectancies, and evolving family needs, it’s more important than ever to ensure your insurance coverage is both adequate and strategic.
What You Will Learn:
This session offers a fact-based, non-sales discussion on the structure, risks, and role of insurance in a comprehensive financial plan. You’ll walk away with a practical framework to evaluate your current coverage and identify where adjustments may be needed.
Whether you're reviewing your benefits for the first time or looking to optimize your protection, this conversation will be worth your time.
***
Disclaimer
Finomenon Investments is a Registered Investment Advisor. The information shared in this webinar is strictly for educational purposes. No content here constitutes a solicitation, recommendation, or endorsement of any investment, and no fees, commissions, or third-party incentives are received in relation to this program. Please consult a qualified advisor before making investment decisions.
