Foundations of Financial Protection and Term Life Policies

ATTENDEES WILL RECEIVE 1 CE CREDIT

Overview: In an uncertain financial landscape, understanding how to protect income, plan for the future, and make smart decisions about insurance and investing is more important than ever. This one-hour workshop, "Foundations of Financial Protection and Term Life Policies," delivers a practical, step-by-step framework to help participants build a secure financial foundation.

The session is designed to educate attendees on the critical role of term life insurance, how to integrate it with employer-sponsored benefits, and the strategies necessary to ensure financial growth and security over time.

Learning Objectives:

By the end of this course, participants will be able to:

1. Identify the core components of a solid financial foundation, including budgeting, emergency savings, debt elimination, and income protection.
2. Explain the purpose and benefits of term life insurance, and how it differs from employer-provided and cash value life insurance policies.
3. Apply the Theory of Decreasing Responsibility to evaluate how insurance needs change over time and how to align personal policies with employer benefits.
4. Demonstrate an understanding of basic wealth-building principles, such as compound interest, dollar-cost averaging, and the use of different investment accounts.

Speaker: April Hill – Regional Vice President – Primerica

Bio: April Hill has lived in Arizona for 21yrs. Grew up in the South, where you might hear a little of that accent come out. She and her husband have raised 3 Adult Children. She has been life insurance licensed since 2017 and has been an Investment Advisor and Fiduciary with the SIE,6,63,65,26 licenses since 2018. April has been a Mortgage Loan Originator since 2023. Helping individuals and families with education on how money works and helping them protect and grow their wealth massively. Along with her team she has a focus of helping main street Middle America in addition to the top 1%.

Note on finding the Aflac office: 

Aflac Arizona Market office

15169 N Scottsdale Rd, Suite 330, Scottsdale, AZ 85254. 

You can park in the Southwest Parking Garage as it sits across from the entrance to the office. The entrance is between Dominick’s and Sephora. Take the elevator up.