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Preparation Is Key: Intro To Annuities, Life Insurance, Wills, Trusts & Avoiding Probate | Carpenter Place
Thu, May 30
|Carpenter Place Senior Residence
It can be the subject avoided: What will happen to my assets when you are no longer able to manage them? Preparation is Key to avoid confusion, conflict and to present a clear path for both you and your loved ones. Has it been awhile since you engaged into discussions about these important matters?
Time & Location
May 30, 2024, 10:00 AM – 11:30 AM
Carpenter Place Senior Residence, 3400 Carpenter Rd, Ypsilanti, MI 48197, USA
About the event
It can be the subject avoided: What will happen to my assets when you are no longer able to manage them? Preparation is Key to avoid confusion, conflict and to present a clear path for both you and your loved ones. Has it been awhile since you engaged into discussions about these important matters?
Preparation Is Key: Intro To Annuities, Life Insurance Wills & Avoiding Probate seminar will focus on the structure of Life Insurance (Term, Whole, IUL's - Individual Universal Life), how Life Insurance can be a tool to your finance future LTC (Long Term Care) needs while living, the ABC's of Annuities, and why having a Will and/or Trust are necessary tools to avoid Probate Court.
Seminar Host, Monica Ross-Williams, MBA; LIA is the Founding Partner of MRW Solutions Group, a Life, Health and Wealth Insurance Brokerage based out of Belleville, Michigan, licensed nationwide in seven states.
Ms.…