As we enter September, it’s time to highlight something crucial for your financial well-being: life insurance. This month marks Life Insurance Awareness Month, a perfect opportunity to revisit your current coverage and ensure that your loved ones are financially protected.

Did you know that:

• 1 in 3 families would face financial hardship within a month if they lost their primary wage earner?
• 44% of Americans would feel a financial impact within six months of losing the primary income earner?
• Nearly 106 million adults lack life insurance coverage or have inadequate protection?

These statistics from Life Happens remind us that protecting your family’s future is more important than ever. Life insurance is a key pillar of any sound financial plan, providing peace of mind in uncertain times.

Whether you’re evaluating your current policy or considering new coverage, I’m here to help. We can explore options that align with your financial goals and ensure your family is well cared for.

Feel free to reach out with any questions or to schedule a review of your life insurance needs. Let’s make sure your loved ones are protected.

Key Dates

• Labor Day – 9/2
• Patriot Day – 9/11
• American Business Women’s Day – 9/22
• Life Insurance Awareness Month

Market Insights

Here’s a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.

^{*As a reminder, past performance on any investments or the stock market are not indicative of future performance.} 

Insurance Needs Assessment: Married with Children

When you’re married and have children, insurance needs will be different.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.