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The holidays and the end of the year are a great time to take stock and reflect. We tend towards this naturally, as we think about our relationships, the things we are grateful for, and the things we would like to change or do better in the upcoming year…

Some of the most important things to consider, however, are often overlooked entirely. Mainly, because they are not urgently in front of us or seem too large and complicated to figure out.

LIFE INSURANCE is one of those things.

More and more people are foregoing life insurance or “putting it off” because it can be confusing or seem expensive. This is a HUGE mistake.

More and more people are foregoing life insurance or “putting it off” because it can be confusing or seem expensive. This is a HUGE mistake. Click To Tweet

Much like investing, the earlier you start the better. Your options are likely to be greater and your rates will be lower when you are young and healthy, than if you wait until it seems like a necessity. Not only that, but none of us are promised tomorrow. If there is anyone in your life who is responsible for or dependent on you this is a really practical way to love them well.

One of my greatest privileges is advocating for individuals and families, getting to be their representative to some of the most well-known insurance and financial service providers. The beauty of partnering with these top-rated companies, is that I can offer a wide selection of products and services – one of which is very cool and ticks both the life insurance AND investment boxes. These two things are an integral part of having a sound financial plan that will help you prepare for the future and safeguard the life you’ve built.

Understanding your options and getting started doesn’t have to be complicated or confusing.

Understanding your options and getting started doesn’t have to be complicated or confusing. Click To Tweet

You simply need to find someone you like and trust who can walk you through it to make sure you come out the other side with a strategy that fits your needs and goals.

I would love to connect to see if we might be a good fit!

I offer a completely FREE strategy session where the worst-case scenario is that you walk away with a little more knowledge than before about insurance and investing. Best-case scenario is that, together, we come up with a plan and find an affordable product that safeguards your life, your family, and sets you up for the future – in a way that’s comfortable and feels good.

You can book your free session today here. Then, head into the new year feeling a little more confident in your choices, your future, and the legacy you’ll leave behind.

So much light and love,
Karen