Loading Events

« All Events

Life Insurance Awareness Month: What You Need to Know (Presented By: Craig Ferrantino, CWS®, CFF®)

September 27 @ 7:00 pm - 7:15 pm EDT

Life Insurance for Wealth Preservation

9/27/20237:15pm EDT15 minutes
Did you know that life insurance can help save you and your family on taxes? Join us for this webinar to learn how! Many people use life insurance to help their family have access to income, but it can also be a very effective long-term wealth transfer instrument. If set up carefully, a policy can reduce the taxes you’ll face during your lifetime, as well as the income and estate taxes faced by your beneficiaries when inheriting your estate.

At this event, you will learn:

- Why life insurance has become a wealth preservation tool
- The different types of permanent life insurance
- The pros and cons of estate planning with life insurance

We look forward to answering any questions you may have about utilizing this strategy. Please register below if you’d like to learn more about a potential way to reduce your tax toxicity.

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

Life Insurance is a crucial part in planning for your financial future. The month of September is Life Insurance Awareness month, which has been created to place an emphasis of on the importance of life insurance to ensure your hard-earned assets are secure for your loved ones. Life Insurance can be confusing and overwhelming, we have designed this webinar to provide an overview of the basics of life insurance.

In our webinar, we will review the following:
1) What is life insurance?
2) Important terms
3) Types of Life Insurance

We will also discuss examples of different policies and important items to look for when reviewing various insurance policies. We will also be happy to answer any questions you may have about life insurance.

We look forward to seeing you there! If you have any questions you would like to submit beforehand, please do not hesitate to email jenna@craigjamesfinancial.com


September 27
7:00 pm - 7:15 pm EDT
Event Category:


Craig Ferrantino