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Session 1: Intro & Learning Priorities
We’ll get to know your background, current coverage (if any), and what you want clarity on so the review is focused and relevant.
Background & goals
Identify learning priorities
Set the agenda for the review
Session 2: Insurance & Annuity Breakdown
We will review and explain general features of existing policies for education purposes only and explain how different insurance and annuity products are commonly used.
Review and explanation of general features of existing insurance or annuity policies
Common policy types
Life insurance types (term, whole, universal, etc.)
Typical use cases and misconceptions
Annuity types (fixed, variable, indexed, etc.)
This program is provided strictly for educational and informational purposes only.Educated Wealth LLC provides financial education only and does not provide financial planning, investment advisory, tax, insurance, or legal services. All discussions are educational in nature, and participants are solely responsible for their own financial decisions.The services offered are designed to help participants better understand financial concepts, commonly discussed strategies, and general considerations. These services do not constitute financial planning, investment advisory services, tax advice, legal advice, insurance advice, or product recommendations of any kind.No personalized recommendations are provided, and participation in this program does not create an advisor-client, fiduciary, or professional relationship. Any examples, illustrations, or discussions of financial topics are provided for general educational purposes only and should not be interpreted as a recommendation to take or avoid any specific financial action. Services are structured solely as financial education and are not intended to create an ongoing financial advisory, fiduciary, or professional relationship.