@financial 2019 webinar series
life insurance strategies & innovative tax strategies

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@financial 2019 webinar series
topic: life insurance strategies & innovative tax strategies

(dial-in information will be emailed to all registrants 24 hours prior to the webinar)

DATE AND TIME
friday, june 14 from 12:00 PM to 1:00 pm cst

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There are many factors which determine the best strategy for you and your loved ones. Life Insurance is not a "one size fits all" solution. We can't stress enough the importance of having a policy that makes sense for YOU - and provides the most benefit and protection for your loved ones.  

In a majority of instances, we find that people have an overly simplified understanding of the topic, believing that life insurance only pays a death benefit and doesn't carry other value. 

In this 1 hour webinar, our goal is to broaden your understanding on the importance of a properly planned life insurance strategy and how this can translate to immediate tax savings. Yes - tax savings! We will also discuss Life Insurance as a strategy for reducing debt and building savings.

ABOUT THE PRESENTERS

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Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 312-767-9064 or complete the request form below.

I AM INTERESTED IN ATTENDING THIS COMPLIMENTARY EDUCATIONAL WORKSHOP.

Name *
Name
Phone
Phone
Date
Sam McElroy, PsyD, NSSA

Sam McElroy, PsyD, NSSA

SAM MCELROY, PSYD, NSSA
As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals.  In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis.  Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology.  Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.

Tad Cook, NSSA

Tad Cook, NSSA

TAD COOK, NSSA
Tad Cook is partner of @financial and @financial Investments, and is instrumental in its management and daily operations.  In addition to his focus on sales and marketing, Tad oversees the cultivation and management of the firms investment strategies and portfolio management.  Prior to joining @financial, Tad built a professional practice through the Hoopis Group at Northwestern Mutual.  Tad is a National Social Security Advisor, certified by the National Social Security Association, which oversees the certification of advisors specializing in Social Security planning.  Prior to joining @Financial, Tad spent 23 years in corporate sales and sales management with several consumer product manufacturers, and 10 years selling residential real estate in the Chicago area. Tad is a fully-licensed Financial Advisor working in Investments; Retirement Planning; Insurance; College Planning; Business Services; and Estate Planning. Tad is an Evanston native and graduate of Northwestern University.



CHICAGO LOCATIONS
River North - Lakeview - Bucktown - Lincoln Park - Gold Coast

NORTH SHORE LOCATIONS
Evanston - Winnetka - Glenview - Highland Park - Lake Forest -
Libertyville

WEST SUBURB LOCATION
Elmhurst

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@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This website does not intend to provide investment, tax, or legal advice.