How Life Insurance Fits Into Your Financial Planning Roll Call
Course Length: 4 Minutes
Meet your Instructor
Bob Harris & Travis George
Expertise:
Creative Planning
Bob Harris is a Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Bob focuses his efforts on working closely with associates of large Kansas City based companies and their families to help them navigate critical benefits decisions and better understand how to incorporate those benefits into their own customized financial plans.
Travis George is a retired police officer with almost 27 years of law enforcement service. He is an Operations Manager in the Practice Development division of Law Enforcement Financial Freedom with Creative Planning. Through Creative Planning, he provides financial wellness and training to law enforcement in collaboration with wealth managers and financial planners.
Other Courses from Bob Harris & Travis George
What is a Fiduciary and Why Is It Important? Roll Call
How Life Insurance Fits Into Your Financial Planning Roll Call
Questions to Ask Yourself When Planning for Retirement Roll Call
Proper Investment Planning Roll Call
Setting SMART Goals for Retirement Roll Call
The Importance of a Customized Financial Portfolio Roll Call