Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this episode of Insights Robb Stottlemyer is our guest.

We also discuss the many facets of Life Insurance and the many ways it can be used to help achieve both life and estate goals.

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or

investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and

discussed with an accredited financial professional before purchase. Past performance is not

indicative of future performance. Investments can loose value which includes risk to principle.

SUBJECT:

Life Insurance - An Overlooked Multi-Tool

Topics Covered:


Why Life Insurance Matters


What are different reasons and for Life Insurance? What’s the Best

Time to Review Insurance ? What’s New on the Horizon?


Case Studies

Additional Resources:

Ellis Wealth Management:


Paul Ellis: 425-405-7720


email: paul.Ellis@elliswealthmanagement.net

Duncan Advisors Resources


Robb Stottlemeyer, Director of Life Brokerage Sales email:

robb.stottlemeyer@duncanar.com

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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