Mindful Finances: The Ins and Outs of Life Insurance and Annuities

In this webinar, you will learn about two important financial solutions: Life Insurance and Annuities.

Life insurance is typically used to protect the people you love but it can be used for so much more. Annuities can be helpful tools for retirement planning, yet they may be one of the least understood. Learning objectives:

Two common types of life insurance: Term and Permanent.

Why a person should have life insurance and who should consider owning it

How a permanent life insurance policy can provide additional flexibility through the policy’s cash value.

How annuities work

Types of annuities

What types of annuities may be appropriate for your stage of life.

12:00-12:30 pm – Presentation

12:30-12:45 pm – Q&A

For 18 years, Pamela Sams of Jackson Sams Wealth Strategies has been helping women improve their personal and financial wealth through solid financial life planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of financial decisions they face during their lives. She focuses on helping her clients meet their financial needs and help them work to achieve financial security and greater retirement readiness.

Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has appeared on local TV, radio and has been quoted in numerous financial publications including Investor’s Business Daily, Bloomberg.com, FiduciaryNews.com, Equifax.com, and Financial Planning Magazine.

Throughout her financial services career, she has acquired several client services and financial planning awards. She recently was granted membership into the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This places Pamela among the top professionals in the global life insurance and financial services industry.

Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach.