Segment 1: 2024 Year in Review SEGMENT BEGINS AT 03:25 In this segment, we’ll take a comprehensive look back at the major financial events that shaped this year. Segment one topics include: 2024 stock market highlights Top performing ETFs, Dividend Aristocrats,...
Segment 1: Life Insurance, Wills, and Trusts
SEGMENT BEGINS AT 00:38
Are you prepared for life’s major uncertainties? Nobody plans to fail. They just fail to plan. In this segment, Jerry Robinson wraps up our ongoing discussion of Level Two of our Five Levels of Financial Freedom with a focus on the incredible power of life insurance, wills, and trusts in securing your financial legacy.
- Life insurance is for everyone who has someone to protect
- Two major types of life insurance
- How much life insurance do you need?
- There are no second chances or do-overs with life insurance
- Talk to a legal professional to help you draft your will properly
- Draft a durable power of attorney
- Complete an Advanced Healthcare Directive
- Two types of trusts: Which one is right for you?
Recommended Links
- Five Levels of Financial Freedom
- Schedule A Free 20-Minute Discovery Session with Jerry Robinson
- Get 15% off all of our services and products for a limited time!
Segment 2: The Final Word w/ Jerry Robinson
SEGMENT BEGINS AT 40:39
Jerry closes out today’s show with a quote about life insurance that is for everyone desiring financial security.