Understanding Life Insurance Internal Training
Recorded On: 05/02/2024
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- Cadmium Staff - Free!
This webinar highlights the types of life insurance, why a person should have life insurance, and who should consider owning it. We will also discuss how a permanent life insurance policy can provide additional flexibility. Guidance for review of an existing life insurance policy is also included. This webinar is hosted by Brett Montich, our 401k Financial Representative.
Should you want to take advantage of the 30-minute, complimentary consultation with the team of experienced financial professionals, please click here. This is an opportunity to ask questions and focus in on areas of most importance to you and your family. No pressure. No obligation. No cost.
As additional follow up from today’s workshop, please see the Understanding Life Insurance Brochure (in Handouts tab) and the calculator:
Life Insurance Calculator: If you’re wondering, “How much life insurance do I need?” then our life insurance calculator can provide you with some quick answers. After you calculate your life insurance estimate, consider contacting a financial professional to discuss your individual situation. Click here for calculator.
Kelly Theisinger, SHRM-CP
HR Business Partner
Cadmium
Hey there! I'm Kelly, your HR Business Partner. I have 6+ years of HR experience in the tech industry (start-ups and privately held companies), and have led initiatives such as HR policy and process development, transformation management, mergers and acquisitions, and HR system migrations . My responsibilities at Cadmium include implementing HR policies and processes, talent acquisition, employee engagement, and benefits/401k/payroll administration.
When I’m not working, you will most likely find me on the couch drinking chai tea in an oversized sweater. I have two miniature long-haired dachshunds and they are my entire world.
My hobbies include backpacking, trying new restaurants, taking care of my 53 house plants, and learning more about the medicinal properties of herbs.
Fun facts: I lived on a palm tree farm in Maui, HI for a few weeks for a work-trade program, I have road-tripped across the country with friends, I have a twin brother, and I can quote the entire Emperor’s New Groove movie.
Brett Montich
Cadmium's Certified 401k Financial Consultant
Creative Financial Group
C. Brett Montich, CFP®, ChFC®, CLU®, ReBC®, CAP® is a Financial Representative, is a 2000 graduate of Gettysburg College and has a Bachelor’s degree in Economics, Management and a Religion minor. He is Series 6, 7, 63, and 65 securities registered and has his Life, Accident and Health, and Property and Casualty insurance license. Brett is a Registered Representative and Financial Advisor of MML Investors Services, LLC.
In his spare, Brett enjoys spending time with his family, swimming, and running the local Boy Scout Troop. He resides in King of Prussia, PA.
bmontich@1creative.com | 215-872-7167
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