Webinar | A Strategic Approach to Insurance

    | March 18, 2024

    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:


    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.




    Ari Fischman, CFP®
    Ari has been a part of the financial industry for over 20 years, specializing in insurance. Prior to joining the Telemus team Ari worked with Telemus as a strategic partner to deliver integrated insurance solutions. This partnership allowed him to help develop customized insurance solutions for Telemus clients.  In 2023, Ari became a partner at Telemus and oversees all of Telemus ancillary lines of business which include Insurance, Corporate Executive Services and Family Office.

    Trever Helmstead, CFA, CFP®

    Trever currently works as a Wealth Advisor whose clients maintain Midwest roots. He helps affluent and emerging wealth families achieve their financial goals and make a smooth transition to retirement. As a trusted advisor for firm’s most complex ultra net worth families he finds work highly fulfilling leveraging his 20+ years of financial services experience.

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

    All opinions expressed in this webinar are for general informational purposes and constitute the judgment of the author(s) as of the date of the webinar. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual. The material has been gathered from sources believed to be reliable, however Telemus Capital cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Any reference to an index is included for illustrative purposes only, as an index is not a security in which an investment can be made. Indices are unmanaged vehicles that serve as market indicators and do not account for the deduction of management fees and/or transaction costs generally associated with investable products.

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). Telemus Capital’s main office is located in Southfield, Michigan. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. 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.

    New call-to-action
    New Call-to-action