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We’re all about family, especially with the holidays coming up. It’s actually a good time to review life insurance as an important part of your financial legacy. Protect those who depend on you and know what questions you should be asking.

On this Thanksgiving edition of The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about things families should talk about when it comes to estate planning.

This is alarming. Research found that nearly half of all Americans don’t have life insurance.(1) That means millions of families face more than the emotional shock of losing a loved one; may not be able to replace their loved one’s income. That money represents more than basic needs; it represents future educational opportunities, retirement dreams, and family memories.

We’re all about family, especially with the holidays coming up. Protect those who depend on you and know what questions you should be asking. 

1 – 2020 Insurance Barometer Study

On this Thanksgiving edition of The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about things families should talk about when it comes to estate planning.

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FIDUCIARY STANDARD

Jeff discusses Trajan’s commitment to fiduciary standards that give clients an advantage.

About Trajan Wealth

How is Trajan Wealth different?  And what exactly is a fiduciary?  We’re glad you asked.

Moving America Forward

Jeff is a guest on William Shatner’s Moving America Forward, discussing helping Americans retire with peace of mind.

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