Discover the latest blogs
Stay informed with the latest health and wellness insights from our experts.
Protect Your Legacy
Understanding the role of life insurance in your financial plan.
Many of us have carefully structured plans to secure our financial future—whether through savings, investments, or real estate. However, without the appropriate protection, your assets and loved ones may still face unforeseen risks. We invite you to join a thought-provoking panel discussion featuring Vera Planning CEO Arthur Bush, Paraplanner Dylan Baxter, Financial Planner Drew White, and special guest Michael Wooten of Pacific Life. The discussion will be moderated by David Feldstein, President and COO of Vera Planning. Here are some of the topics that were covered:
- Recognizing Gaps in Protection – Uncover how life insurance can fill crucial gaps that other financial assets may leave exposed.
- Planning for the Unexpected – Learn strategies to protect your loved ones and your financial legacy from life’s uncertainties.
- Maximizing Life Insurance Benefits – Discover how life insurance can provide more than just a safety net, from tax advantages to supplemental retirement income.
Watch the workshop online
For those who could not attend the workshop or wish to revisit the presentation, a video of the session is available online. Click the play button on the video above or click this link to view at your own pace and revisit key points.
Stay tuned for more Vera Planning workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.
