This week, we’re continuing our thoughts on communication and how recent events have changed – for better or worse – how we communicate with each other.
As we start to wrap up 2020 (thank goodness!) and get ready for 2021, we’re bringing you a two-part series on communication. We hope you enjoy it.
In the coming weeks, depending on what state you live in and who your governor is, you may or may not be making plans to gather with family during this holiday season. Regardless of whether you’re staying home or heading to see loved ones for a little Christmas cheer, this is a perfect time to review the beneficiaries named on your accounts. (You know, in case of any bad thanksgiving turkey…) It’s also never a bad idea to think about and review any changes in your life that might trigger the need to update your legal documents, life insurance coverage or retirement accounts.
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Phone: 859.219.1006Fax: 859.219.1012
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Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TN, TX, WV, VA and WA 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, NH, NM, NV, OH, PA, SC, TN, TX, WA, and Washington DC. 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 O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.