Speaker: Deanne Rosso, President & CEO

Is your insurance coverage keeping up with your life? Has your property value increased over the years but you haven’t thought to increase your coverage? Have your beneficiaries changed but perhaps you forgot to officially notify your carrier?

Join us for an insightful webinar on Insurance Planning, hosted by Deanne Rosso, President & CEO at Elevate Wealth Advisory, and featuring special guest Stuart J. Bennett, Senior Vice President and Co-Director of Focus Risk Solutions at Focus Financial Partners, LLC.

Date: Tuesday, June 17
Time: 12:00 PM (Noon)

As life changes, so should your insurance. In this session, we’ll dive into the often-overlooked aspects of insurance planning beyond just life and long-term care. We’ll discuss property and casualty (P&C), home, and auto insurance, exploring why it’s so important to regularly review your deductibles and benefits—and how often you should do so.

* How often should you review your insurance policies?
* Why is it important to stay on top of your coverage?
* What are the key things you may be missing in your current policies?

Don’t miss this opportunity to get expert advice on how to make sure your insurance plans are aligned with your financial goals and personal needs.

Register now and secure your spot for this valuable discussion!

Register for the noon webinar

Submit questions ahead of time:
marketing@elevate-wealth.com