Discover the Power of Smart Life Insurance Planning

Description

Retirement Pro Workshop Series
Life Insurance 101: Discover the Power of Smart Life Insurance Planning
Hosted by Johny Hong, Chartered Life Underwriter (CLU)

Workshop Overview
Life insurance isn’t just about protection—it’s a financial tool that helps create tax-efficient income, build long-term value, and provide family and business security. This interactive session will walk participants through key strategies and real-life examples.

What Attendees Will Learn

• Protection & Growth: Combine long-term security with cash value accumulation
• Tax-Advantaged Wealth Strategies: Grow funds tax-deferred and access them tax-free in retirement
• Living Benefits: Learn how modern policies help with chronic or critical illness
• Legacy & Estate Planning: Build generational wealth and protect loved ones
• Custom Strategy: Tailor coverage for personal or business planning needs

• Educational not promotional session
• Practical financial literacy on a complex topic
• Led by a Chartered Life Underwriter with experience in retirement and small business planning
• Opportunity for member networking and Q&A