If you didn’t wake up tomorrow, would your family be able to pay the bills? Or would they struggle to make ends meet, on top of dealing with the grief of losing a family member? Craig Wiklund joins us to share his heartfelt story of how he helped his dear friend and client build a meaningful plan to protect his family and business – just in time. Learn from his example of how to cover your bases in the case of the unexpected.
Make sure your family will be okay by having life insurance and get started by going to:
https://www.myprisminsurance.com/life/
Dec 4, 2018
21 min
Is it possible to create financial certainty when facing an uncertain future? With an unpredictable market, changing horizons of Medicare, social security and taxes… how can you prepare a bright financial future for yourself? Joins our discussion to discuss how you can strategize for success.
Get a retirement plan for you by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
Dec 4, 2018
25 min
The landscape of life insurance has changed quite a bit over the past several years. Industry expert Jim Kerley joins us to discuss new research findings on how Americans can afford, use, and better understand life insurance. Learn about new things to consider when using life insurance as a tool for financial security while living, in your estate plan, and as a business owner.
Get a life insurance quote today by going to:
https://www.myprisminsurance.com/life/
Dec 4, 2018
16 min
In our global world, our personal choices and finances are more connected than ever before. Joining Prism Insurance Agency is Gibran Nicholas, Real Estate Expert and Trend-Spotter, to explore some of the recent trends in the market that may have a financial impact that we need to prepare for. Gibran sheds light on how current choices made by the millennial generation, and the financial situation in Greece and Europe have a potential ripple effect on our global economy.
Make sure your retirement can withstand economic trends by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
Dec 4, 2018
22 min
What drives our actions? What role does uncertainty, habit, and a need for protection play in our decisions? Steve Luckenbach, financial advisor and author of a new book joins Prism Insurance Agency. Steve discusses the “why” of our actions so you can learn how take advantage of the way you think…in order to get the results you want.
Make sure your retirement is driven by your why:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
Dec 4, 2018
20 min
Can you think of a better gift to offer future generations than education? A little bit of pre-planning can help alleviate debt for students and open up financial options for the whole family. This episode's guest is 529 College Savings expert Jeff Roche, here to discuss the major advantages of 529 plans, their influence on taxes and student financial aid, and what costs can be covered by this financial tool outside of a classic 4-year degree. Join Prism Insurance Agency as we explore the intricacies of the 529 College Savings Plan and finding a meaningful, realistic approach to plan for education.
Make sure that your ready for college and retirement by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
Dec 3, 2018
24 min
How do the tech-savvy millennial generation and the financial industry fit together? As young consumers, aged 18-35, what should they consider when planning for a bright future? Joining Prism Insurance Agency is Juli McNeely, President of the National Association of Insurance and Financial Advisors, here to discuss the financial tools available to millennials and how they can plan now to achieve their goals. Learn what millennials might consider when choosing an advisor, and what resources they can use to empower themselves financially.
And if your looking to ensure your retirement plan is on the path you want, please go to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
Dec 3, 2018
17 min
One of the biggest purchases you will make in your lifetime is your home. Between the series of financing decisions, piles of legal paperwork, and the process of touring properties, it can be a lot to manage! Do you have the right professionals on your team? What needs to happen between making the decision to become a homeowner, and closing on a property? Real Estate Expert Scott Stortz asks you to consider these and other critical questions to help you find your ideal home.
Make sure you have enough Life Insurance to pay off the mortgage in case something happens to you by going to:
https://www.myprisminsurance.com/life/
Dec 3, 2018
24 min
How much money should you be saving for retirement? What’s the difference between a Roth IRA and a 401(k)? What’s the best option for your financial situation and your tax bracket? As an employer, what plan should you set up for your team? Join Prism Insurance Agency as we explore your options to maximize your retirement contributions.
Make sure your Retirement is Ready by going to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx
Dec 3, 2018
20 min
Do you consider insurance to be an asset, or just another premium you pay each month? With life insurance, it is truly an asset – as long as your policy is in force, it will contractually pay a death benefit. What if your need for life insurance isn’t there anymore? What if you can’t afford the premiums, but still need some coverage? Join us as we explore some valuable alternatives to letting your life insurance policy lapse and losing that asset.
Get a life insurance quote by going to:
https://www.myprisminsurance.com/life/
Dec 3, 2018
17 min
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