Protecting the Life You’ve Built: A Smarter Way to Review Your Insurance​

Your financial plan only works if your protection plan keeps up with it.

In this recorded annual insurance check-in, Opal Wealth Advisors’ Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, and Jonah Blumenthal, JD, walk through a simple but important question many people rarely stop to ask: does your insurance coverage still fit your financial life today?

This conversation is designed to help you get present to what you currently have in place, including your home insurance, auto policy, and umbrella liability coverage, and consider whether those policies have kept pace as your life, family, and assets have evolved. For many people, coverage is set up once and then quietly follows them for years while everything else changes.

This session is not about adding more coverage. It is about taking a fresh look, simplifying where possible, and feeling confident that what you have worked hard to build is properly protected.

Through real-world examples and practical guidance, Jesse and Jonah discuss how to:

• Identify gaps that can quietly create issues

• Align home, auto, and umbrella coverage with your current stage of life

• Recognize when it may be time to revisit your protection plan

• Ask better, more informed questions during your next insurance review

By the end of the session, our hope is that you feel motivated and prepared to schedule a thoughtful review with your insurance professional.

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.