Insurance Matters: Session 1 - Life Insurance

What We'll Cover in Session 1

• The Purpose of Life Insurance - Discover how life insurance can help replace income, protect your home and family, provide liquidity for estate taxes, support family-owned businesses, and help fund future college costs.
• How Life Insurance Works - Understand the basics of premiums, insurance coverage, the insurance company, and how benefits can provide financial support to your family when they need it most.
• How Much Coverage Do You Need? - Learn how to think about your current and future financial obligations, including long-term cash needs, short-term cash needs, and the responsibilities your family may face in the future.
• Understanding Your Options - Explore the differences between term life insurance and whole life insurance, and understand how each may fit into a broader financial plan.
• Planning for the Future - Consider how your financial needs may change over time and how thoughtful life insurance planning can help create greater financial confidence and protection for those you care about.

Financial preparedness looks different at every stage of life. This webinar series will provide practical guidance on the key financial decisions that can help you protect your income, understand your benefits, and plan confidently for the future. Across multiple sessions, we’ll explore life insurance, long-term care, employee benefits, Social Security, and Medicare—giving you the knowledge and tools to make informed decisions today and prepare for what’s next.