March 13, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes M. Shane Canfield, CEO, and Laurie Lee, Chief Financial Officer, WAEPA. Today’s guests will talk about financial well-being and that life insurance has more uses than many are aware of. March is Women’s History Month. Today’s discussion will also focus on women and how to ensure they have the financial tools and resources they need.
Needs analysis for life insurance at the individual level
Coverage gap: What does it mean and how do we solve it
Determine your financial goals and create a timeline for each goal
The importance of financial preparation
Obtaining the right amount of life insurance, especially for women
What WAEPA is doing to help Federal employees
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com