Juli McNeely, Financial Representative from McNeely Financial Services, kicks off LIAM – Life Insurance Awareness Month on a special 30-minute BREW!
“Why does risk matter so much and how do we help clients evaluate it?”
Evaluating risk should be something everyone does on a consistent basis. Juli shares an idea for you to assist your clients in that process. Sometimes we are so focused on helping our clients manage risk on the investment side that we forget to review the income and expense risks our clients may face.
What better way to kick off Life Insurance Awareness Month then to see the power life insurance brings to the table and helps clients transfer risk?!