Financial Classes and Strategy

Finance can either be a fun or boring subject depending on your priorities, but one for sure is that it is an important subject to learn.

Slowly, Finance classes are getting introduced to schools as early as High Schools. This is great as we have to educate our younger generations early so that they are more prepared in life. We know that a lot of us still knew nothing at 18 years old except that “my parent’s can’t tell me what to do anymore” (as so we thought).

There are also Finance classes that can be taken in college, but mostly if someone is pursing a degree towards that route.

Well, how about those of us who just wants to know better. Who wants to understand basic terminologies so we know the difference between a Term Life Insurance vs Permanent and what they really mean. The difference between IRA and ROTH IRA and which is better suited for us in our retirement? Do you know what ‘vested’ means? Do you know that Long Term Care doesn’t only apply to older folks who have all grey hairs in their 90’s and 100’s.

Great news!

We are partners with the elite group who provides an in-person and remote seminars. Imagine at the comfort of your own home, learning the important stuff. Finally understand how it work and immediately actionable. Something that you can apply in your own life.

• Setup the right retirement plan for you.
• Setup a plan so you’ll never have to depend on ANY family, relatives, friends, or neighbors about money.
• Setup a suitable and affordable life insurance that is a whole lot more flexible than what it used to be. Can you imagine an old rotary phone vs new iPhone. Life Insurance has evolved too!

Imagine sitting in a class-room setup next to other agents. Learning what they’re learning. Now you’ll be well informed than any of your friends and the next time you sit next to an agent and can ask the right questions that better suits your needs.

Better yet, let your friends know about it so they can make proper financial planning for their family as well.