Back 2 Basics: Life Insurance Needs Analysis

Castlepoint Blog: Financial Planning Basics, Jake's Take, Life Insurance, Risk Management & Insurance Planning, The Point
April 13, 2023

If you’ve ever wondered how much life insurance you need, look no further! Castlepoint Wealth Advisor Partner & Advisor Jake Weatherford, CFP®, kicks of a new Jake’s Take series about the basics of financial planning with a video that explains the four basic rules of a “needs analysis” that will help you determine how much life insurance you might need.

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Senior Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.