On Demand Webinar:How Much Life- or Long-Term Care Insurance Do You Really Need?

Navigating insurance needs can feel like a maze. Is Term, Whole, Variable, or Universal the best? What about life and long-term care hybrid models? Insurance exists to transfer risk and protect your wealth, but not knowing what you need could lead to not having enough insurance or being sold way too much.

In this on-demand webinar, Daniel Lee will cut through the jargon, leave out the fear, and identify potential insurance uses based on the pros and cons of each type.

Your Host:

Daniel Lee, CFA, CFP®,
Director of Financial Planning and Advice

Daniel Lee is a director with BrightPlan and specializes in helping busy professionals optimize complex retirement and equity compensation plans.