Getting Your Financial House in Order: Insurance Essentials

Following our well-received session on estate planning, Chicago Finance Exchange continues the Getting Your Financial House in Order series with a focus on insurance. This program is designed for those who want to stay current, identify potential gaps, and make sure their protection strategies align and evolve with their personal and financial goals. Our expert speakers, Leigh Harter and Rebecca Woan, will explore industry trends, common oversights, and smart planning considerations across a range of policies, including:

Life Insurance
Homeowners
Umbrella
Auto
Disability (Short and Long-Term)
Long-Term Care

Join us for a practical and insightful discussion that will help you make more informed decisions about your insurance portfolio.

SPEAKER:

           
Leigh Harter                           Rebecca Woan
Managing Director                 CEO and Founder
NFP Insurance Solutions       Chartwell Insurance Services