The Financial Pocketknife
About
September is Life Insurance Awareness Month. Life insurance isn’t just about death benefits — it’s a cornerstone of a sound financial plan. In this session, we’ll demystify life insurance, helping you understand how the right plan can provide protection, growth, and living benefits for you and your family. In this session, we will examine: Understand the purpose and types of life insurance (term, permanent, and index-based) Calculate how much protection your family truly needs using the DIME method See how modern life insurance offers cash value, tax advantages, and living benefits Learn how insurance and investment work together toward financial independence Evaluate which strategy fits your goals — income protection, legacy building, or wealth accumulation. After this session, the audience will learn how to protect their income, family, and future while learning how modern life insurance has evolved beyond traditional coverage. Presented by Theresa Kung, Ph.D., Executive Marketing Director, World Financial Group and Kwokin Ou, Fiscal Officer at MIT and Financial security professional. Registration requested, but not required.
