In today’s high-interest-rate environment, traditional financial strategies are being challenged — and new opportunities are emerging for those who know how to adapt. This educational seminar explores how modern life insurance has evolved into the ultimate “jack-of-all-trades” financial tool — combining protection, growth, and flexibility in one powerful, tax-advantaged solution.

Join us to learn how to:

• Identify hidden opportunities and trends in the high-interest-rate era
• Redefine the role of modern life insurance in your overall wealth-building strategy
• Leverage policy features that lock in competitive rates for long-term, steady returns
• Design a plan that combines both protection and growth for your family’s financial future
• Reference key knowledge points and insights from The Financial Pocketknife to deepen your understanding of financial principles

Whether you are an individual looking to enhance your financial plan or a professional seeking deeper insights into modern life insurance strategies, this session will provide valuable, practical knowledge to help you thrive in a changing economic landscape.

This is seminar is VIRTUAL. Click here to register via Zoom.

About the presenters

As a proud member of Finseca, Theresa Kung's original background is Ph.D. in Neuroscience. She now has over 11 years of experience in the financial service industry. She is a licensed financial security professional serving clients across 24 states, with operational offices in seven states nationwide.

Kwokin Ou is a Fiscal Officer at MIT and a financial security professional with a background in finance and computer science.