Protecting the Life You’ve Built: A Smarter Way to Review Your Insurance
Protect What You’ve Built: A Smarter Annual Insurance Check-In for Your Home, Auto & Umbrella Coverage
Your financial plan only works if your protection plan does too—starting with the essentials: your home insurance, auto policy, and umbrella liability coverage.
In this live annual insurance check-in session on December 16th, 1–2 p.m. EST, Opal Wealth Advisors’ Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, and Jonah Blumenthal, JD, will walk you through how to make sure these foundational policies still reflect your life today.
Think of it as an annual wellness check for your financial security — a chance to confirm that your home, auto, and liability protection are keeping pace with your lifestyle, family, and assets. This isn’t about selling more insurance. It’s about simplifying your coverage and gaining confidence that what you’ve worked so hard to build is protected.
Through real-world client examples and clear, actionable steps, Jesse and Jonah will share how to:
- Spot the gaps that can quietly void coverage
- Align your home, auto, and umbrella policies with your current stage of life
- Know when it’s time to update your protection plan as your wealth grows
- Ask the right questions during your next insurance review
You’ll also receive Opal Wealth Advisors’ Annual Insurance Review Worksheet — a practical checklist to help you assess your coverage and identify areas for improvement.
By the end of this session, you’ll walk away with a sharper understanding of how to make your insurance work for you — not against you — and the peace of mind that comes from knowing your plan is complete, current, and coordinated.
Dates: Tuesday, December 16th
Time: 1 PM ET / 12 PM CT
Location: Online Webinar
HOSTED BY:
Jesse Giordano, CFP®, CAP®, RLP®, CBEC® — Financial Advisor & Principal
Jonah Blumenthal, JD — Financial Advisor
You’ll walk away with the Opal Wealth Advisors’ Annual Insurance Review Worksheet and the clarity to make sure your coverage keeps up with your life.
(Can’t join live? Register anyway to receive the replay and worksheet later.)
This presentation by Opal Wealth Advisors, LLC (“OWA) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from OWA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if OWA is engaged, or continues to be engaged, to provide investment advisory services. A copy of OWA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com.