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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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What’s Driving Your Life Insurance Selection?

Do you really understand life insurance? Have you ever had the options explained by an unbiased party? In this video, Rob offers an extension of the knowledge base he acquired in past roles to help you understand the life insurance lay of the land. He explains the most common types of life insurance and what factors should drive your selection.

Topics Discussed:

  • The most common types of life insurance
  • Why is the death benefit so important?
  • How to prioritize what life insurance will cover – you have options!
  • Unexpected ways to utilize life insurance

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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