Upcoming Webinar | Insurance That Could Be Missing From Your Financial Plan

Written by XML Financial Group | Apr 23, 2025 1:53:34 PM

Join us on Tuesday, May 20, 2025, as we explore an often overlooked side of financial planning — insurance. You may have focused on your investments, savings, maybe even a retirement strategy,
but you may be unknowingly leaving yourself wide open to risk.

Join us for this complimentary 45-minute webinar where we uncover:
- Why life insurance can be more than just a safety net — it can be a strategic financial tool
- How long-term care insurance can help protect your retirement from unexpected costs
- The surprising ways these policies can support your family’s future — not just your own

- When to consider coverage, how much you might need, and common misconceptions to avoid

- Learn strategies for protecting or creating a family legacy.

- How to protect your lifestyle of independence and not create a burden for family members

Who should attend?
- Anyone serious about protecting their wealth
- Families planning for the future
- Professionals with growing assets
- If you already have insurance and unsure if what you have is right for your situation

Reserve your spot now below.

About Kevin Peters, CLU®:

Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry since 1997, and with XML Financial Group since 2004. As a wealth advisor, Kevin focuses on assessing the unique situation of each of his clients through focused asset management strategies within the client’s financial plan to achieve their goals through diversity and risk mitigation. To this end, Kevin Founded Lifestyle Life Insurance Company with the goal of offering independent unbiased Insurance Services that are in the best interests of his clients. Lifestyle Life Insurance offers Life, Disability and Long-Term Care Insurance, as well as Medicare and Health Insurance Planning. Kevin has over 20 years of independent insurance experience.

Kevin graduated from the University of Maryland, and as a 4th generation Washingtonian, he is very active in the community. Kevin is one of the founding members of the Washington, DC metropolitan chapter of the National Aging in Place Council (NAIPC), which assists in providing education and resources to the local aging population. Additionally, Kevin supports his church and numerous local charities and serves as the President of the Board of Directors for the Kingman Boys and Girls Club. Kevin enjoys skiing, fishing and boating with his wife and two daughters whenever they get a chance.

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