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Are You Being Taken Care of?

Mar 25, 2021
1 min read

Updated: Apr 5, 2021

A friend's husband died unexpectedly. While the husband had life insurance he named his daughter who was 4 years old at the time of his death as the beneficiary requiring legal oversight, leaving his wife without full access to the funds. After the birth of my 2nd daughter, I couldn't sleep (somewhat due to a crying hungry baby) until Rich and I had life insurance....do you have enough coverage and have you reviewed your beneficiaries?

Tiffany Kent

CERTIFIED FINANCIAL PLANNER Wealth Engagement LLC An Independent Registered Investment Advisor (RIA) 3715 Northside Parkway Bldg 100, Ste 500 Atlanta, GA 30327​ Office: 404-795-6124 Cell: 917-826-5955 The information contained in this e-mail message is sent on a confidential basis to the recipient(s) named above. This message is not an advertisement and does not constitute an offer of any securities or investment advisory services. Any offering may only be made pursuant to the securities laws, an offering document and related subscription materials all of which must be read and completed in their entirety. This message is intended exclusively for the use of the recipient(s) named above, and it is not to be reproduced or redistributed to any other person without the prior consent of Wealth Engagement. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail, and delete the original message.

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Wealth Engagement LLC is an SEC-registered investment adviser located in Atlanta, Georgia. Registration does not imply a particular level of skill or training. Information presented on this website is for informational purposes only and is not individualized investment, legal or tax advice. Nothing on this website constitutes an offer or solicitation to buy or sell any security. Investing involves risk, including possible loss of principal. Additional information about Wealth Engagement LLC is available through the SEC’s Investment Adviser Public Disclosure website.

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3715 Northside Pkwy NW

Building 100 - Suite 500

Atlanta, GA  30327

Office: (404) 343-2060

Email: tiffany@wealthengagement.com

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