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Attention Personal Injury Lawyers. If your client reached a great settlement & they want to receive guaranteed income for life, an Index Annuity maybe the best vehicle for them. Refer them to WsbFinancialLiteracy.com for a free Personal Financial Strategy with one of our Licensed Agents.
Entrepreneur/Business Owner | Transformational Leader | Banking and Insurance Professional | Leader Coach | Mentor
75 Years of Financial Stability Protecting Dreams!
?? Join Nick and Scott as they discuss safeguarding your most important financial asset during your working years, your ability to earn and collect an income. Tap in for a high level overview of income protection with a handful of realistic case study examples at the end. https://lnkd.in/ejYkVpjz
Recently, one of our attorneys met with a family whose teenage child was in a car accident. Their story underscores the importance of asset protection and insurance.? Key takeaways:? 1?? Timing is crucial—plan before incidents happen.? 2?? Know the difference between revocable and irrevocable trusts.? 3?? Ensure you have adequate car insurance and umbrella policies.? 4?? Title your assets strategically.? 5?? Consider using LLCs for real estate.? Protect your family's financial well-being with proactive planning.? Are you prepared? ?? ? Learn more by watching our case study video here: https://lnkd.in/eb3JEhV2 #EstatePlanning #PlanningAhead #AssetProtection
?? Attention Financial Advisers! ?? Are you safeguarding your career with the right professional indemnity insurance? ?? As a financial adviser, you're trusted to provide expert guidance. But mistakes happen, even to the best of us! Whether it's giving incorrect advice or overlooking crucial details, these errors can lead to costly claims that could harm your reputation and finances. ??? Professional indemnity insurance protects you from legal fees and compensation claims if a client alleges your advice caused them a financial loss. It’s a must-have safety net in a fast-paced, high-stakes environment! Stay secure. Stay protected. Let us help you focus on what you do best, guiding your clients to financial success. ???? ?? https://loom.ly/JhRz7Z0 ?? 0117 325 2224 ?? [email protected]
?? Attention Financial Advisers! ?? Are you safeguarding your career with the right professional indemnity insurance? ?? As a financial adviser, you're trusted to provide expert guidance. But mistakes happen, even to the best of us! Whether it's giving incorrect advice or overlooking crucial details, these errors can lead to costly claims that could harm your reputation and finances. ??? Professional indemnity insurance protects you from legal fees and compensation claims if a client alleges your advice caused them a financial loss. It’s a must-have safety net in a fast-paced, high-stakes environment! Stay secure. Stay protected. Let us help you focus on what you do best, guiding your clients to financial success. ???? ?? https://loom.ly/JhRz7Z0 ?? 0117 325 2224 ?? [email protected]
Do you think most families are prepared for the unexpected? Check out this video on our Family Protection Plan and learn how families can secure their financial future. https://lnkd.in/eCtbTEfs #5starlifeinsurance #5starlifeatwork #lifeinsurance #insuranceindustry
Father, Sales Leader, Business Development Strategist, and Passionate Mentor & Coach Committed to Empowering Teams and Driving Growth.
Let’s build something that lasts—generational wealth and financial freedom, where you’re in control and your money works for you! https://lnkd.in/e3tjQ_Z5
It's National Financial Literacy Month, and this month, we're focusing on protecting your biggest investment—your home! Did you know title insurance safeguards you against unexpected financial burdens when buying real estate? At Plymouth Title Insurance, we're committed to educating you about the importance of title protection. Here's how title insurance gives you peace of mind: - Protects against hidden claims on your property. - Covers legal fees associated with defending your ownership rights. - Ensures a smooth and secure closing process. Learn more: https://lnkd.in/ei2qMD4 #NationalFinancialLiteracyMonth #RealEstateInvestment #Homeownership #ProtectYourInvestment #FinancialSecurity
As you review your financial goals, don’t forget that title insurance plays a crucial role in protecting one of your most important investments—your home. Securing title insurance ensures that your homeownership is protected from potential title disputes, liens, and other risks. Make title insurance a key part of your financial plan to safeguard your future. Secure your home and your future with the right protection. https://lnkd.in/ezR8XaEC #Homeownership #FinancialPlanning
