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Dec 5, 2023

With everybody and their mama out here talking about generational wealth, you would think the days of starting GoFundMe campaigns to cover burial expenses were over.

They are not.

There are still 106 million adults who either do not have life insurance or are underinsured. So let me ask you, is your insurance policy up to date? Does it properly cover all the “things?” If not, you’re not only putting your family at great risk for having to take on your final expenses, you are also putting their future at risk.

So how do you position yourself to create generational wealth? One way is through life insurance and my guest today breaks down the importance of this very un-sexy topic in a way that’s easy to understand. 


With over 30 years of experience at the Prudential Insurance Company of America, ShirleyAnn M. Robertson is a seasoned Financial Professional and Co-founder of Robertson and Robertson Financial Services. She's all about crafting personalized strategies for family protection, retirement, financial planning, education savings, and small businesses. 


ShirleyAnn is passionate about helping you achieve financial success and firmly believes in the power of a solid life insurance plan!


Listen as ShirleyAnn shares these Key Takeaways:

  • How a life-threatening accident taught her the importance of long-term care insurance

  • Why having a relationship with a financial professional is one of the smartest things you can do.

  • How to take control of your finances and build a solid financial foundation.

  • Why whole life insurance should be a part of your Sisternomics strategy.

  • She also debunks common myths about life insurance.

Connect with ShirleyAnn:


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