The TV Reality Show Survivor is a cut-throat game where team members have to compete together and then are forced to eliminate each other one by one until there is only one survivor. (for the true fans out there this may be too simple of an explanation, but please bear with me)
While our life is not a game of survivor, the reality is that there are survivors. I am not talking about those who survived a terrible event, but the survivors found listed in every obituary you read.
In this life, you will probably be both a survivor and have survivors. While it is no fun to think about, it is important to discuss and include in your plan.
We will also answer some of the most asked questions surrounding this topic including...
A financial plan that does not address these questions is not a complete plan. If you don't know the answers to these questions, this is a must-attend event!
We will have time for live Q&A and/or you may submit questions ahead of time when you register.
As a bonus, all who register will receive our free whitepaper entitled,
"Evaluating Your Blueprint for Life."
Is your life insurance policy up to date?
Needs evolve — so should your life insurance. Review this quick guide to see if you should schedule a policy review. This guide includes:
• Steps you can take to help protect the ones you love
• Questions to ask when reviewing your policy
• Guidance on what your financial professional needs to know
(Register below and we'll send you the link for our Zoom call at
08:30 AM CST Friday, June 7, 2024.
enter Information
Here to Register
Office: 229 High St.
Mineral Point, WI
53565
Call 608.987.1511
Email: fullcircle@bertramfinancial.com