March's Lunch & Learn Insurance Planning Session Recording Now Available!

posted Mar 28, 2016, 9:38 AM by Janelle deRocquigny   [ updated Mar 28, 2016, 9:38 AM ]
Video
Our 3rd Lunch & Learn session, Insurance Planning - Why Risk Planning is Critical to Financial Success!, was a real eye opener.  From travel insurance to Mortgage Insurance to Long Term Care insurance - we touched on a variety of topics.  We always encourage our clients to attend and to bring a few co-workers or friends along if they are able to get away during lunch.    We do however, realize that day sessions can be a challenge for some people who do not have "lunch hour" flexibility.   We have therefore, made a video recording of the session available on our website.

Click below for the video and for access to the tools referenced in the session:

Insurance Planning - Why Risk Planning is Critical to Financial Success!