Health care costs today can be high. Life insurance can provide one less thing to worry about when it comes to protecting your family.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
Small business owners: Tune into this replay to hear more on maximizing your policy review to achieve financial confidence.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
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Small Business Webinar Replay: Your Year in Review - event.on24.com
Learn the top tips for converting term life insurance to whole life insurance.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
E.GV6.CO
Converting Term Life Insurance to Whole Life Insurance: Tips & Benefits
48% of households need more life insurance - make sure you consider it too.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
We are very excited to welcome Jessica Jordan to our Dallas office as a Disability Income Specialist! Jessica is an Austin, TX native where she grew up with her mother and sister. She holds a bachelor’s degree in marketing with a focus in professional sales from Texas State University, where she was also a member of the Zeta Tau Alpha Sorority.
After college, Jessica made the move to Dallas to pursue a career as a Consultant with the Tom James Company. Over the last three years, she not only built a book of business from the ground up, but lasting relationships as well. Her passion for helping people and ability to connect so well with others led her to Opes One Advisors.
It is her goal to provide a better understanding of the value of planning for the unknown and protecting future assets by being a credible, trustworthy, and relatable resource to her clients.
Outside of the office, Jessica enjoys spending time with her family, friends, and adorable cat- Georgie. If it’s a nice day out, you might find her out on the lake or even antique shopping.
Reach out to Jessica at: jessica.jordan@opesone.com
College costs are ever-increasing. With the right planning, you can create a strategy that will work for your family. Read this article to learn more.
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E.GV6.CO
It Costs How Much? Saving for Your Child’s Education
Do you know the answer?
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How Much Of Your Salary Should You Put Away For Retirement?
As Life Insurance Awareness Month wraps up, check out this useful infographic to learn more about your whole financial perspective.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
E.GV6.CO
An Important Piece of Your Whole Financial Perspective - livingconfidently.com
For introverts, small talk can be painful. Check out these tips to minimize the awkwardness and maximize conversations.
E.GV6.CO
Stop asking 'how are you?' Harvard researchers say this is how successful people make small talk
An important component of retirement planning is addressing your potential future need for custodial care. Peter Stahl, CFP®, President and Founder of Bedrock Business Results, explains what you need to know.
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Peter Stahl Article - Custodial Care
Retirement means something different to everyone. Learn more about how to make your own retirement visions come to life with this interactive web experience.
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Your Retirement Reality
We hope you all had a wonderful Thanksgiving!
Thank you to all service men and women, both past and present. We appreciate your service and bravery!
