Life Insurance - What You Need To Know

Life is Complicated—Protecting it Shouldn’t Be

Picture your retirement. What lifestyle do you imagine? It’s easy to underestimate the cost of your ideal retirement.

Life insurance is a valuable planning tool as part of an overall financial strategy or stand-alone protection. With it, you can secure your dreams and take care of those you love.

Permanent life insurance can help bridge any gap between what you have already saved and what you will need in the future. If you’re looking to own your financial future, consider a permanent life insurance policy with the potential to build cash value that can be used to help supplement your retirement income.

Learn more about selecting the right plan during our Facebook class, Life Insurance - What You Need To Know. Sign up now to join us on Tuesday, December 6th.

Meet Forward Accountancy

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Hosted by:

Forward Accountancy

A Valuable Financial Tool

Life insurance is a valuable financial tool because it can be tailored to your specific needs.

Things to consider when choosing a plan:
- Both life insurance protection and tax-advantaged cash-value growth
- Access to your policy’s cash value through loans or withdrawals for estate planning, wealth transfer, or retirement planning
- A solution for advanced planning such as a business continuation or key person protection
- Employers changing or cutting back on retirement plans
- Contribution limits of qualified plans
- Lack of flexibility and market volatility of qualified plans

Ready to learn more? Join us on Tuesday, December 6th for Life Insurance - What You Need To Know!

We Look Forward to Sharing This Experience with You on Tuesday, December 6th at 6:00 pm EST!