Life Insurance Myths: Debunked
















David Wood
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049
Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515
Looking ahead can help you conquer these unique obstacles.
Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
This investment account question is vital and answered as early as possible.