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Monthly Financial Elements® – Insurance (Ir)

Monthly Financial Elements® Webinar

Insurance: The Necessary Evil – How Much is Too Much?

Ready to Start Optimizing Your Path to Financial Independence?

You’re invited to join Ryan Isaac, co-host of The Dentist Money™ Show podcast and co-founder of Dentist Advisors, for a monthly webinar discussion about the key Elements® of an optimized financial plan.

THIS MONTH’s EVENT IS DESIGNED TO HELP YOU:

  • Calculate if you have the right amount of life, disability, buy-sell, key person, and liability insurance for your situation using the Insurance Rate (Ir) Element®️.
  • Understand why life insurance should not be used as an investment vehicle.
  • Decide if replacing generic disability coverage with a specialty specific policy is worth the cost.
  • Consider specialized policies such as, overhead disability, buy-sell, personal liability, and business liability.

Who Should Attend?

  • Associates or practice owners and their spouses

Speakers

  • Ryan Isaac, CFP®, Co-Founder of Dentist Advisors
  • Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors

Financial Elements® Webinar Details

WHEN:

Tuesday, December 10, 2019
6:30 – 7:30 PM MST
On-Demand

View Webinar

MEET THE WEBINAR PRESENTERS

Dental Industry Financial Experts

Ryan Isaac

Ryan is a CFP®, co-founder of Dentist Advisors, and co-host of the Dentist Money™ Show podcast.

Discussion Leader

Matt MUlcock

Matt is a CFP® and financial advisor and the Director of Advisor Development at Dentist Advisors.

Moderator

This live webinar was already held but the recording is available on-demand by completing the form below.
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