Why Did I Buy This Again?

You bought your whole life policy for a reason. But as life changes, it’s worth revisiting an important question: What is this policy actually designed to do for me?

Join us on Thursday, November 12 from 6:00–7:00 PM ET for a webinar designed specifically for existing whole life policyholders.

We’ll revisit why you purchased your policy in the first place, the role it can play throughout your financial life, and how its purpose may evolve over time, particularly as you approach retirement and begin thinking differently about income, liquidity, protection, and leaving a legacy.

Whether you purchased your policy a few years ago or have owned it for decades, this is an opportunity to step back and better understand why you own it and what it may be able to do for you in the years ahead.

Presented by Brian Sykes, CFP®, ChFC®, ChSNC®, CExP™