Understanding Life Insurance: Securing Your Future with Ali Swart

08/11/2024 41 min

Listen "Understanding Life Insurance: Securing Your Future with Ali Swart"

Episode Synopsis

Join me for this insightful episode with Ali Swart, CFP®, from Waldron Private Wealth, as we dive into Chapter 26 of Keys to Financial Confidence: Unlock Your Best Life and unpack the essential topic of life insurance. Together, we explore the different types of life insurance, determine how much coverage is enough, and discuss why this financial tool can be a powerful part of securing your future. If you’ve been wondering how life insurance fits into a confident financial plan, this episode offers valuable guidance and expert advice to help you make informed choices.

In this episode, you will:

Discover the role of life insurance in financial security
Understand different types of life insurance and how to choose one
Find out how to determine the amount of coverage you need
Learn what to consider with work-provided plans
Gain insights from Ali Swart's expertise in wealth planning

For more information on Ali Swart and Waldron Private Wealth, visit:

Website: waldronprivatewealth.com
Podcast: Your Life, Simplified

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Marika’s Resources:

Book: "Keys to Financial Confidence: Unlock Your Best Life" - Get it here
Workbook: Financial Confidence Workbook
Website: thefinancialconfidencecoach.com
Blog: Financial Confidence Blog

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