Income Annuities with Martha Chavez

Income Annuities with Martha Chavez

Thursday, May 16, 2024, 1 PM CST

By Women of Insurance

Date and time

Sunday, June 16 · 11am - 12pm PDT

Location

Online

About this event

  • 1 hour

Explore who can most benefit from these financial products, from retirees seeking stable income streams to younger clients planning for financial security. Understand the different types of income annuities, such as immediate and deferred, and how they can be integrated into a comprehensive financial plan.

Martha is a seasoned Financial Wellness Coach passionate about teaching complex financial concepts in everyday language. Martha's approach is centered around fostering a comfortable and non-intimidating environment, often initiating discussions over a casual cup of coffee to understand her clients' financial aspirations and concerns. Her focus on breaking down large financial goals into manageable, quick wins has empowered her clients to build their financial muscles and achieve lasting financial success.

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Tags

Organized by

Women of Insurance

We host two national, in-person events: an Annual Membership Retreat, with our first one scheduled for January 10-13, 2025, aboard Royal Caribbean's Utopia of the Seas, and a Biennial Conference scheduled for June 2025. In addition, we host weekly training events for all lines of insurance along with countless networking events. These diverse options enable you to connect with fellow women in the insurance industry and build meaningful relationships. Moreover, we organize two Monthly National Chapter Events featuring professional guest speakers who cover various topics, including Mental Health, Self-Care, Lead Generation, Marketing and Business Structure to mention a few. These events provide valuable insights to enhance your personal and professional growth. We are committed to supporting your success throughout every step of your insurance journey, offering the necessary resources and a robust support system to advance your career.

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