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.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This webinar is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

To deliver integrated insurance solutions, we partner with Fischman Insurance Group, led by Ari Fischman, CFP®. Ari is based in our Southfield, MI office and helps to develop customized insurance solutions for Telemus clients

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