Webinar | A Strategic Approach to Insurance

    | March 24, 2021

    Make no mistake: insurance coverage is an investment, one that most people can’t afford to overlook. But studies have found that only 59% of Americans have some form of life insurance, and nearly half of those 59% are underinsured by an average of $200,0001 . Without adequate insurance coverage, your financial picture may be incomplete.


    On February 12th, we hosted a webinar on how to take a strategic approach to your insurance coverage.

    • How to identify gaps in your insurance coverage
    • How to determine if you’re paying the right amount for appropriate coverage
    • Why insurance is an important part of financial planning


    1 World At Work, Many Americans Don’t Have Life Insurance

     

     

    Meet the presenters:
     

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    Trever Helmstead, CFA
    Trever is a Financial Life Advisor at Telemus, where he helps affluent individuals, families and institutions achieve their financial goals. Prior to joining Telemus, Trever worked at Bank of Ann Arbor as a Vice President and Portfolio Manager, where he managed high net-worth and institutional relationships as the lead investment professional.

    Trever received his MBA/MS in Finance and AB in Economics from the University of Michigan, and he currently holds the Chartered Financial Analyst (CFA) designation.

     


     

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    Ari Fischman, CFP®
    Ari is the Principal of Fischman Insurance Group, providing quality financial strategies, insurance & financial products and services to businesses and individuals. Ari specializes in holistic and comprehensive wealth management services, working with clients to identify their goals and help them with portfolio management on a individualized basis. He also works with businesses to develop objective, risk-based financial plans.

    Trever has been a member of the Telemus team since 2019. As a Financial Life Advisor, he helps his clients by breaking down big picture planning strategies into manageable and achievable goals. Trever has deep experience working in a variety of financial markets to help his clients navigate uncertain waters and execute their financial life plans. He focuses on emerging affluent and established wealthy clients and families to help them achieve their financial goals.

    Trever Helmstead, CFA, CFP® thelmstead@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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