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U-Vest® September Newsletter

U-Vest® September Newsletter

September 18, 2023

September is Life Insurance Awareness Month!

You've probably heard the saying, "Preparation is the key to success." When it comes to life insurance, knowing that preparation should start as early as possible is key. We know it can be overwhelming to think about life insurance as early as your 20s, but life moves pretty fast sometimes. Before you know it, you'll be in your 30s, perhaps supporting a family. Life insurance allows you to ensure your loved ones are taken care of!

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder may also pay surrender charges and face income tax implications. Consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Life is surprising—make sure you and your loved ones are prepared for life's what-ifs. Don't hesitate to contact us today to discuss the role life insurance can play in your overall financial strategy. Whether you want to review your policy or see if you might need something new, we are always here for "U!"

U-Vest® x The Ranch Athletics Club

If you didn't know by now, U-Vest® is proud to be an annual sponsor of The Ranch Athletics Club (TRAC). TRAC is a private, non-profit organization committed to supporting all athletic programs of the Starkey Ranch K-8 School located in Odessa, FL. U-Vest® President Dustin Johnson, CFP®, ChFC®, also serves as the President of TRAC! Dustin has three kids at Starkey Ranch: Octavio, who plays football; Sasha, who will try out for basketball later this year; and Camila, who doesn't play sports yet. To learn more about TRAC and how you can support them, click here or give Dustin a call!

U-Vest® x Capital Area Healthy Start's 2023 Angel Awards

Recently, U-Vest® had the opportunity to sponsor Capital Area Healthy Start's 2023 Angel Awards, the organization's annual fundraiser. Capital Area Healthy Start, headquartered in Tallahassee, FL, is committed to connecting new or expecting moms & families with young children to community programs that help with pregnancy and parenting. To learn more about Capital Area Healthy Start and how you can support them, click here!

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