It’s easier to build your assets when you know:
- How to start and what to add next;
- The right mix over time, including real estate; and
- How to protect your assets and your family with life insurance.
This webinar covers how to start building and managing your assets beyond cash and retirement savings toward the right mix to meet your goals. You’ll watch a short video and answer some questions about the scenario to test yourself. Then you’ll personalize the information.
Your assets include things like:
- savings accounts
- retirement accounts
- real estate, including your home
- investment portfolio (taxable)
- passive income (like rental income)
- business income
Knowing how to build, prioritize, balance and protect your assets will get you closer to your goals.
Watch the webinar here.