Fiscally Fit Series

Lunch and Learns to increase your financial awareness.

The Myths and Misconceptions of Insurance  

A Personal Financial Planning Workshop for Employees

November 11^th, 2009

12:00-1:00pm

Hughes-Trigg Ballroom West

 Facilitated by Chris Beach, Member FPFE
The Foundation for Personal Financial Education

Topics covered include:

• Why 40% of those needing Long-Term Care (LTC) are working age adults between 18-64

• Which illnesses are not covered by your medical insurance (or Medicare)

• Why Long-Term Care insurance is a good idea

• What type and how much insurance is needed

• What to consider when selecting a Long-Term Policy

• How to stay in your home and out of a nursing home

• Why some people play too much for Long-Term Care

Chris Beach
Member of FPFE

As an insurance professional, Chris Beach is dedicated to providing his clients with the individual and professional attention necessary to help them achieve their goals

Chris brings years of experience in the Insurance industry, and he works closely with his clients to help identify their particular needs and determine the best strategies to help meet them. His personal mission is to help his clients enjoy peace of mind and the comfortable retirement they’ve worked years to create. He accomplishes this through ongoing client education, the use of the most innovative insurance solutions available.

Chris had the opportunity to live in several countries, before settling in Texas roughly 20 years ago. He graduated from Southern Methodist University where he earned degrees in both Business and Psychology.

As a minister’s son, Chris has always valued family and the changing needs of the family unit throughout the course of life. Chris has followed in a long-standing tradition, raising a large family of his own. He and his wife, Mylinh, reside in Irving with their 4 children – Jonathan, Brandon, Isabelle and Michael.

Questions? Please email us at  wellpower@smu.edu