📣 Coffee Hour 5/20 — The Missing Piece in Your Financial Plan☕

Grab your coffee, tea, or lunch and join us this week 👉🏻 We’re excited to welcome back

and

; this time, we're taking a step back to look at the bigger picture. In past sessions, we focused specifically on IUL strategies.

This week, we’re zooming out. This conversation is all about understanding life insurance as a whole — how it actually fits into your financial plan, protects your assets, and supports long-term wealth building.

What we’ll be breaking down:

🧠What life insurance really is & what it isn’t

🛡️Why it matters + how investors actually use it

🧩Types of coverage & when they make sense

✨Added benefits most people overlook

❓Common misconceptions + FAQs

📝How the application process works

Whether you joined us for the IUL sessions or you’re new to this topic, this will connect many dots. If you’ve ever wondered how to protect what you’re building while continuing to grow it… this one’s for you. Live Q&A as always, so come ready and come curious 🙌🏻

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