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.
