What's In Your Hand? | Life Insurance Retirement Clarity Workshop

A free, interactive retirement workshop. Play the Life Insurance Card Challenge and discover what your coverage may or may not do for you. What if the life insurance you bought 20 years ago isn't doing the job you need it to do today? Maybe you purchased life insurance when your children were young. Maybe your only coverage is through your employer. Or perhaps you've been paying premiums for years without really understanding what your policy provides. As retirement approaches, your financial priorities change. But has your life insurance kept up? Join wealth strategist and best-selling author Lisa Y. Jones for a free, interactive life insurance and retirement planning workshop in Northern Kentucky. We'll explore how life insurance works, what happens to certain policies as you age, and how some types of coverage may help with liquidity, living benefits, retirement income flexibility, and leaving a financial legacy. And we won't just talk about it. We're playing cards! Your Wealth. Your Move. The Life Insurance Card Challenge During this fun, interactive retirement workshop, you'll play through real-life situations using four important cards: • PROTECTION: What happens if your term life insurance expires or your employer coverage ends when you retire? • LIQUIDITY: Could your current life insurance provide access to money while you're still living? • RETIREMENT: How might cash value life insurance complement your other retirement savings and income sources? • LEGACY: Who receives your life insurance proceeds, and will your coverage help accomplish what you intended? Through each round, you'll discover that having life insurance and having the right life insurance for your circumstances aren't necessarily the same thing. What You'll Learn We'll examine the differences between term, whole life, and indexed universal life insurance, including how coverage duration, cash value, and available benefits can vary. You'll also explore how certain policies may provide living benefits for qualifying illnesses, how policy loans work, and what questions to consider before changing or replacing existing coverage. The goal isn't to convince you to buy more insurance. It's to help you understand what you already have and whether it still serves a purpose in your retirement strategy. What You'll Take Home You'll receive your Life Insurance Review Worksheet, a practical tool to help you evaluate your policies, identify potential gaps, and determine what deserves a closer look. You'll leave with greater clarity about protection, liquidity, retirement, and legacy, along with questions you can use when reviewing your own coverage. Your host Lisa Y. Jones is a Wealth Strategist, best-selling author, and retirement educator who helps women create more control, liquidity, and tax-aware retirement income. Her practical, faith-based approach helps women understand how the pieces of retirement fit together so they can make confident financial decisions. Bring a sister, a friend or a neighbor. Couples are welcome too, with one ticket for each guest. Disclaimer: Lisa Y. Jones is a licensed insurance professional and wealth strategist helping clients evaluate protection, income, and legacy strategies. This is not investment, tax, or legal advice. This is not a Boone County Public Library event.