Your Greatest Asset-
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The document discusses the importance of financial independence and proactive insurance planning. It notes that the average income yet to be earned before retirement is $1.5 million, which is a person's greatest asset. However, if a person is physically unable to work and lose their ability to earn income, they may be unable to pay future bills and obligations without proper insurance plans in place. The document promotes working with an insurance specialist, Connor James, who can review existing policies and plans, stress test their ability to protect income, and make recommendations to help pursue financial independence.
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Your Greatest Asset-
- 1. 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. Connor.James@lpl.com 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. LIFELTC 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
- 2. Connor.James@lpl.com 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