Partnering to Build Solutions for Your Greatest Asset: People
Your Greatest Asset-
2
THE PURSUIT OF FINANCIAL INDEPENDENCE QUESTIONS, QUESTIONS, QUESTIONS Connor James Insurance Specialist -Dedicated focus in the areas of life, long-term care, and disability insurance planning. -Utilize informal business valuations to assist business owners with succession and exit planning strategies. -Aid retirees in efficiently leaving financial legacy gifts to heirs or charitable organizations. [email protected] 2250 Reed Station Parkway, Suite 102 618.351.7526 office • 618.351.1471 fax http://www.libertywealthonline.com/our-team/ Insurance products offered through LPL Financial or its licensed affiliates. THE UNCOMFORTABLE QUESTIONS THAT WILL PROMPT YOU TO PUT YOUR FAMILY’S FINANCIAL INDEPENDENCE AT THE TOP OF YOUR TO-DO LIST. LIFE LTC DISABILITY How would we pay the bills if I was physically unable to work? “I do what I do because I am a living example of how proactive insurance planning can impact generations within a family.” Connor James
-
Upload
connor-james -
Category
Documents
-
view
122 -
download
0
Transcript of Your Greatest Asset-
THE PURSUIT OF FINANCIAL INDEPENDENCE
QUESTIONS, QUESTIONS, QUESTIONS
Connor James
Insurance Specialist
-Dedicated focus in the areas of
life, long-term care, and
disability insurance planning.
-Utilize informal business
valuations to assist business
owners with succession and exit
planning strategies.
-Aid retirees in efficiently
leaving financial legacy gifts to
heirs or charitable
organizations.
2250 Reed Station Parkway, Suite 102
618.351.7526 office • 618.351.1471 fax
http://www.libertywealthonline.com/our-team/
Insurance products offered through LPL Financial or its licensed affiliates.
THE UNCOMFORTABLE QUESTIONS THAT WILL PROMPT YOU TO PUT YOUR FAMILY’S
FINANCIAL INDEPENDENCE AT THE TOP OF YOUR TO-DO LIST.
LIFE LTC DISABILITY
How would we pay the bills if I
was physically unable to work?
“I do what I do because I am a living example of how proactive insurance
planning can impact generations within a family.”
Connor James
2250 Reed Station Parkway, Suite 102
618.351.7526 office • 618.351.1471 fax
http://www.libertywealthonline.com/our-team/
Insurance products offered through LPL Financial or its licensed affiliates.
YOUR GREATEST ASSET?
Average income yet
to be earned before
retirement. 2010 Census
$1.5 Million
Your Ability
to Earn an
income is your
Greatest Asset.
Average value of
home in United
States. 2010 Census
$272,900
Average value of
new car in United
States. 2010 Census
$30,000
PLAN?
YOUR
Fact: You have current
and future financial
obligations that
depend on your
income.
-Mortgage/Rent -Children -College Tuition -Taxes -Utilities -Health Insurance -Your Retirement -Spouse -Car Payment -Funeral Cost -Transportation -Travel -Charitable Giving
IS GONE… WHAT’S
IF THIS
Connor actively works with people of all
age groups to stress test their current
income protection strategies. He does
this through this process:
MEET TO DISCUSS CURRENT
GOALS/PLAN
REVIEW EXISTING
POLICIES/ PLAN
STRESS TEST CURRENT PLAN
MAKE RECOMMENDATIONS
IMPLEMENT PROPOSED
GAME PLAN
TRACK PROGRESS
OUR MISSION IS TO SERVE OUR CLIENTS WITH HARD WORK, INTEGRITY, AND THE RESPECT THEY DESERVE;
WHILE STRIVING TO HELP EACH AND EVERY ONE OF THEM PURSUE FINANCIAL INDEPENDENCE.
= $100,000
