At our recent event, Jay Bell, CPWA®, CFP® of GBP Wealth Management and Sergio Altomare, CEO of Hearthfire Holdings, shared actionable strategies for leveraging whole life insurance as a tool for building and protecting wealth. Jay Bell highlighted how whole life insurance can provide financial stability, enable long-term planning, and offer flexible benefits for families and businesses. Sergio Altomare shared insights into integrating whole life insurance into broader investment strategies, illustrating its potential to support wealth growth and legacy planning.
The evening provided attendees with valuable knowledge to make informed decisions about their financial futures, emphasizing the versatility of whole life insurance as a cornerstone for wealth management.
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Missed the ‘Safeguard Your Financial Wealth’ live event? Watch the full recording on YouTube now and gain valuable insights on protecting and growing your wealth. Click to watch!
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