Wealth Management Insights Third Quarter 2024

Is Your Insurance Right for You?

We present our third quarter 2024 issue of Wealth Management Insights titled “Is Your Insurance Right for You?” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, discusses the importance of insurance as a risk management tool for wealth planning, and how different types of insurance can address various financial challenges and goals. Casia Chappell, CFP®, CPWA®, describes the benefits and features of irrevocable life insurance trusts (ILITs) and Chris Bixby, CFP®, EA, provides guidance on how to handle old life insurance policies and what options are available to retain, exchange, cash out or transfer them.

Disclosure

The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman’s views as of the time of these statements. Past performance may not be indicative of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.

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