to design a Life Insurance policy that meets your needs
✦ Know the different types of permanent life insurance and the two things to know to transition a term policy to a permanent policy.
✦ A framework for thinking about how to receive dividends on participating policies.
✦ What makes a life insurance policy not only beneficial for your heirs, but for your future self.
Video Guide
I want you to be an educated consumer. Watch the video to learn about the 5 decisions to design a life insurance policy that meets your needs.
Schedule a conversation with Keisha
Select a time that works for your schedule when you're ready to go over your financial diagnostics sheet and decide upon next steps.
Documents we'll go over
Are you an overachiever? Just want to take a look at the documents ahead of time? Your toolkit will give you access to the documents
Made for a very specific kind of person.
✦ You feel like you should have learned about what life insurance is, and how it can be used as a personal finance tool that can benefit you while you're living, and the next generations (and that quietly bothers you).
✦ You've tried courses and creative challenges but most of them felt overwhelming or too time-consuming to stick with.
✦ You'd rather make something small and real than wait until conditions are perfect.
Ready to learn the 5 Decisions?
Get the free guide to learn about life insurance while there's time.
Vision Life Legacy