Financial Essentials, LLC

Teaching Personal Financial Planning Skills

 

 

     

 

We know - people hate to talk about insurance!!  However, we spend so much time trying to create wealth, we need a to spend a little time protecting our wealth, and that is what insurance is for.  We teach you how to use insurance properly, and how to get the most out of the insurance you have.

Topics for this workshop include:

• Understanding the Difference Between Wealth Creation Products and Wealth Protection Products
• Insurance You Need, and Insurance You Don't Need
• Understanding Health Insurance Plans
• Understanding Life Insurance Options
• Disability - The Most Important Insurance of All
• Long-Term Care Insurance
• Government Insurance Programs
• Umbrella Coverage and Who Needs It
• Straight Talk About Annuities - What They Are and Who Needs Them

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Cheryl L. Bernstein, CFP

              Founder