Financial Framework Seminar SeriesSM

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Session 4
Life Insurance

Life insurance offers a way to replace the loss of income, or recover increased expense that occurs when someone dies, especially the main breadwinner of the family. Statistically, most American families do not have enough life insurance in force to replace the income of the breadwinner, should he/she die prematurely. Our goal with this session is to decrease that statistic one family at a time. Through the Blueprint analysis you will know exactly how much insurance you currently have and how much you should have to properly protect your family. We will discuss the various types of insurance which will help you in making an educated choice to which one would be right for you and your family. Proper insurance coverage is a necessary part of any financial strategy and part of building a secure financial house.

Session 5
How Money Works

We all figure out how to make money, the problem is money does not come with an instruction booklet. In high school we are taught how to dissect frogs and not taught how to make it in life financially. We are not taught how to set up a family budget, how to properly balance a checkbook, how to buy life insurance and mutual funds. We are not taught the basics that we should be taught in order to succeed financially. We all seem to figure it out along the way with some doing a better job than others. This is not something that should be just left to chance. It is imperative that we know about money and what to do with it.

We make a lot of money during our lives but never seem to put any away for the future. In fact, if you take your annual earnings and multiply it by 30 years, you will see how much earning potential you really have. Keep in mind that money will work for you 24 hours a day 7 days a week. It never goes to sleep; it won’t take vacations or time off.

How much have you figured out about money? Do you really understand the difference between simple interest and compound interest? Did you know the famous Albert Einstein is credited with discovering compound interest, which is known as the Rule of 72? Referring to compound interest, Albert Einstein is quoted as saying: “It is the greatest mathematical discovery of all time”

We will learn the Rule of 72 and look at how it can work for us if we know how to use it or how it can work against us. Are you ready for money to work for you instead of you working for money? We will show you how!

 

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