Position Yourself For Financial Success

How John Protected His Family & Business From Losing Everything

If you didn’t wake up tomorrow, would your family be able to pay the bills? Or would they struggle to make ends meet, on top of dealing with the grief of losing a family member? Craig Wiklund joins us to share his heartfelt story of how he helped his dear friend and client build a meaningful plan to protect his family and business – just in time. Learn from his example of how to cover your bases in the case of the unexpected. Make sure your family will be okay by having life insurance and get started by going to: https://www.myprisminsurance.com/life/

Position Yourself For Financial Success

Is it possible to create financial certainty when facing an uncertain future? With an unpredictable market, changing horizons of Medicare, social security and taxes… how can you prepare a bright financial future for yourself? Joins our discussion to discuss how you can strategize for success. Get a retirement plan for you by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

A New Look At Life Insurance

The landscape of life insurance has changed quite a bit over the past several years. Industry expert Jim Kerley joins us to discuss new research findings on how Americans can afford, use, and better understand life insurance. Learn about new things to consider when using life insurance as a tool for financial security while living, in your estate plan, and as a business owner. Get a life insurance quote today by going to: https://www.myprisminsurance.com/life/

Economic Trends That Could Affect Your Wallet

In our global world, our personal choices and finances are more connected than ever before. Joining Prism Insurance Agency is Gibran Nicholas, Real Estate Expert and Trend-Spotter, to explore some of the recent trends in the market that may have a financial impact that we need to prepare for. Gibran sheds light on how current choices made by the millennial generation, and the financial situation in Greece and Europe have a potential ripple effect on our global economy. Make sure your retirement can withstand economic trends by going to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

The Art Of Why

What drives our actions? What role does uncertainty, habit, and a need for protection play in our decisions? Steve Luckenbach, financial advisor and author of a new book joins Prism Insurance Agency. Steve discusses the “why” of our actions so you can learn how take advantage of the way you think…in order to get the results you want. Make sure your retirement is driven by your why: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx