You may have noticed we’ve been talking about life insurance this month. Each September is designated as Life Insurance Awareness Month by LifeHappens.org, and we always take the opportunity to further educate our client families by sharing stories and information.
Last week, Alex and I were honored to attend a conference for our broker-dealer/advisory company, where our team was recognized as one of the top in the country. Over and over again, other advisors and attendees came up and asked us what products we recommend, and where in the world we find all the great clients we work with.
September is Life Insurance Awareness Month, and as always, we’ll be sharing lots of information throughout the next few weeks about this important part of your financial plan.
*Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA, WA and WV and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TX, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.
