Description
Most families feel the weight of responsibility when it comes to protecting their loved ones, but they often get stuck between confusing advice and fear-based decisions. The insurance industry often pushes a "one size fits all" approach that leads to high premiums and low flexibility.
Join Fiduciary Financial Advisor Daniel Leitner as he separates needs from the hype. He’ll cut through the complexity to cover:
- The Right Mindset: Why insurance should transfer risk, not try to create wealth.
- Term vs. Permanent: Why term insurance is often the smartest way to protect your family while saving money.
- Intentional Coverage: How to calculate your need based on income, debt, and future plans.
- The Exit Strategy: Why your need for coverage should actually decrease as your assets grow and children leave the nest.
Simplicity beats complexity. Learn how to integrate protection into a coordinated financial plan.
This is a packed session filled with helpful insights on building a financial protection strategy that meets your needs.
Date and Time
Wed, Apr 22, 2026
11:30a - 12:00p CST