Norton Suda, CFP
®, ChFC
®, RICP
®Assistant Vice President, Wealth Advisor
[email protected]The experts of this show featured Alexander Bell, Wealth Advisor and Norton Suda, CFP®, ChFC®, RICP®, Assistant Vice President, Wealth Advisor.
Broadcasted on November 25, 2023.
For questions, feel free to contact Alexander Bell or Norton Suda.
| Understanding Insurance and its Importance |
Audio Clip |
| Part 1: What is insurance and how could it fit into your financial plan? |
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| Part 2: Term vs Permanent Insurance |
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| Part 3: How they work and why they’re used |
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| Part 4: Next steps to choose a policy that matches your needs |
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This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.