Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Retirement Planning Happy Hour
Do I Really Need This Insurance?
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In this episode of the Retirement Planning Happy Hour, we break down one of the most common questions we hear: “Do I really need this insurance?”
From term life vs. permanent life insurance to disability coverage and long-term care planning, we cut through the sales tactics and focus on what truly matters—risk mitigation and smart financial planning.
We discuss:
• Why employer-provided life insurance isn’t enough
• The real purpose of term life insurance (and why it’s so cheap when you’re young)
• Why permanent life insurance is often oversold
• The overlooked importance of disability insurance
• The truth about nursing homes, assisted living, and long-term care coverage
• How to build an insurance strategy that fits into your overall financial plan
Insurance shouldn’t be sold with fear. It should be built into a comprehensive plan that protects your income, your family, and your future.
If your financial strategy doesn’t account for risk, it’s incomplete.
Schedule Your Personalized Strategy Session Today:
Visit: http://www.fwppartners.com
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Website: Family Wealth Planning Partners
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