The Point

Back 2 Basics: Life Insurance Needs Analysis

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.

Author

  • Jake Weatherford

    Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.

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