Insurance Seminars
for Communities & Businesses


About Insurance Seminars

Creating a Conversation on how Insurance Products may help reduce risk.

Few of us probably remember being taught the basics of healthy financial planning in school. And yet without establishing this base, people have found creative ways to cope with all of the financial demands that we face. 

Life Insurance is just one of those financial tools that most people are bottom line allergic to; end of story. 

My Insurance Seminars engage an audience in conversations and explore what the actual benefits are of owning an assortment of Insurance Products.

I share the concept how Insurance products are all about bringing balance to the financial planning you create with your Financial Planners, Wealth Managers, Business Advisers and Accountants.

As part of NYU's Women's Initiative Committee, I have presented many well received seminars for NYU Students & Alumni.  Visit Site >

As part of NYU's Women's Initiative Committee, I have presented many well received seminars for NYU Students & Alumni.
Visit Site >

Insurance Seminars
for Individuals & Families

Creating Financial Independence
Many individuals are not aware of the income tax advantages that Life Insurance products can provide.

We discuss how one of Life Insurance products' benefits can be about learning how to create flexible cash flow streams.

Having access to this type of tool lets you better manage your assets, creating additional cash flow streams that do not make you dependent on liquidating assets in a down market; further helping create your Financial Independence.

How To Approach Your Parents About Their Financial Future?
This is an initial discussion many of us have too late with our parents. For this seminar I work with a Professional Coach. Together we set the stage for you and your parents to attend our seminar; where we share the tools to help break the ice to start these most delicate discussions. 

Insurance Seminars for
Small Business Owners and their Employees:

Do the benefits of Insurance Products (Term/Whole Life Insurance, Disability, Long Term Care & Fixed Income Annuities) outweigh the costs?

For Business Owners, it's all about creating balance and deciding if the benefits that Insurance Products provide outweigh the costs.

What is the real value in owning Insurance Products for me and for my family?
Showing employees how, when properly funded, that Insurance products may help in bringing an element of flexibility in creating more Financial Security for themselves and their loved ones. 


Let's Set Up an Insurance Seminar