{1:00 minutes to read} September is Life Insurance Awareness Month.
Other assets that you purchase, such as investments, real estate, or property, get reviewed and managed as a matter of course. But when it comes to life insurance, many times people just buy it, put it in a drawer, and leave it there.
The importance of life insurance can’t be overstated. Our suggestion is to become aware of what you have and make sure it is the right policy for you.
I urge each of you to click on the video link below from lifehappens.org and listen to Anthony Anderson talk about the importance of life insurance. Once you have done that, feel free to give us a call and let us help you review this very important asset.
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.
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