Are You Protecting Your Family with the Right Insurance?

Опубликовано: 02 Май 2026
на канале: John L Smallwood CFP®
2,593
20

Why do some people wait until they are old to consider life insurance policies? If this is you, this episode is crucial to listen to, and understand.

In this episode of "Money Isn't" we explore the vital role of life insurance in wealth management, emphasizing the dangers of underinsurance. Discover various scenarios where life insurance acts as a safety net and a financial asset. Dive into strategic financial planning for retirement, considering critical factors such as inflation and healthcare costs. Learn how life insurance can bolster financial security during retirement, ensuring a stable and prosperous future.

Chapters:
00:00 - Intro
01:08 - The Crucial Role of Life Insurance in Wealth Management
34:53 - Strategic Financial Planning for Retirement

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.