Tag Archives: Life Insurance

The Most Versatile Financial Tool – Life Insurance

Estate Planning, Family, Family Finance, Finance, Financial Advisor, , , , , , , , , ,

In this episode, Celeste McKeefery, founder and president of Beachhurst Financial explains the importance of life insurance and how affordable it can actually be.  Find out why Celeste considers life insurance the most versatile financial tool for your portfolio.

Celeste discusses: 

  • The best time to get life insurance
  • All the benefits that can come with life insurance
  • How life insurance can be used as a wealth transfer tool
  • Why an Indexed Universal Life Insurance (IUL) is considered the rich man’s Roth IRA
  • And more!

Connect With Celeste McKeefery:

About Our Guest: 

Raised and educated in England, Celeste has resided in the United States since 1988.  

As an Independent Life and Health Insurance agent and Annuity specialist, she has worked directly with clients since 2008 helping them understand the benefits of various Life and Health Insurance products. Her objective is to help clients not only meet their goals but far exceed them.

 

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The Fundamentals of Developing a Successful Financial Plan With Thomas Southard

Estate Planning, Family, Family Finance, Finance, Financial Advisor, Uncategorized, , , , , , , , , , , ,

Life happens so fast; it’s relatively simple at first, but as we go through various life-stages we rarely pause and make the adjustments necessary for the future. By planning, clients can become more confident and seek solutions to help them achieve their desired outcomes.

In this episode, we speak with Tom Southard, CRC, a financial professional with Thrive Wealth Solutions, on the significance of creating a successful financial plan that may work through various life stages to help you create confidence in accomplishing your life-fulfilling goals!

Tom discusses: 

  • His ideal client, and how he helps them accomplish their overall life-fulfilling goals
  • Why risk minimization and mitigation are so important 
  • The different aspects of planning
  • How he incorporates his client’s goals and dreams into the plan itself
  • Long-term care expenses
  • And more

Resources: 

Connect With Thomas Southard: 

About Our Guest:  

Tom Southard: Tom is a financial professional, CRC, at Thrive Wealth Solutions in San Jose, California. His 30+ years of expertise in the tech industry enables him to add substantial value to his clients through easily relating to their needs and goals.

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