I did not know that when I left my prior employer after 9/11 (at 39), my Life Insurance needed to be converted into my own personal policy. Meaning, at my current age, health and underwriting process and COST I needed to apply, get approved, and pay premiums. Please read on to remain informed.
As an independent advisor, I often find that the real question isn’t whether or not you are insured; it is whether you possess a life insurance policy versus having a real and genuine plan for your family’s life insurance needs.
ESG Investing can empower you to explore opportunities that may resonate with you by aligning your personal values with your investments. In ESG 101, we take a look at what ESG means, common ESG factors, rankings, and what that means for you.
In today’s financial climate, our views shape how we think about money and plan for our futures. Explore the opportunity to gain insight from different people and generations in your life. We’re happy to share our perspectives with you here within RoZel Financial.
In our first piece, The Basics of Legacy Planning, we learned about the people and elements needed to implement a successful plan. Now, let’s take a look into the relationships of legacy planning and how we can cultivate a deeper understanding.
Education is empowerment. With this sentiment, we have created our series on Legacy Planning. Here in the Basics, we will discuss the fundamentals of Legacy Planning and why this knowledge is essential.
Financial Empowerment is more than just a phrase. Although empowerment is a powerful word, it’s more than that. It’s the action of gaining control and balance through self-determination, education, intent, and ultimately achieving power.
