The three risks that quietly derail every family.
Presented by LITHOS · Insurance · Wealth · Tax · Realty
Most families spend more on insurance over their lifetime than on any other category — and most don't know if they're properly covered. This 50–60 minute seminar untangles mortgage protection, life insurance, and long-term care insurance: when each matters, how to right-size coverage, and which traditional products are quietly outdated.
If you pass away or become disabled, can your family stay in the home? Mortgage protection insurance, decreasing term, and what banks don't tell you about your options.
When term is enough, when permanent makes sense, and the tax-advantaged uses of cash-value life insurance most consumers never hear about from their captive agent.
70% of those over 65 will need long-term care. We walk through traditional LTC insurance, hybrid LTC, state Partnership Programs, and the math on each option.
At Lithos, our mission is to create wealth for families. Through layered planning and a team of trusted professionals, we provide comprehensive insurance, wealth, tax, and real estate solutions that empower clients across the country to protect what matters today and build lasting legacies for tomorrow.
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