BUILD Wealth Series with Karen Dry: Risk Management
Presented by the Professional Women in Building of the BIA Bay Area
Don’t insure a Lamborghini like a Honda! Insurance has a bad reputation at times, but no one ever says “no” to a nice check from an insurance company when life “hits the fan.” But what is enough? How do you know if you’ve under-insured or over-insured? How much insurance is really necessary to protect your income, your property, your retirement, your children? We’ll explore direct computation as to how much you need so you can walk away with real configurations. You will be able or to calculate how much you need to secure income should you get hurt, stick, partially or fully disabled, or (God forbid) pass away prematurely to protect what is important to you and needed to secure those you love and care for.
PWB's BUILD Wealth Series will be facilitated and instructed by
Karen Dry, Wealth Management Advisor & Estate & Business Planning Consultant.
With a lifetime dedicated to building businesses to paramount success, Karen Dry embodies entrepreneurial spirit. It all started with an unconventional college experience in Electrical Engineering and Physics and has continued on a path of working and selling for varied, professional businesses over the past 30 years. Her dedication to helping individuals and business owners, from small companies to C-Suite executives of large enterprises, properly cover their exposure is unsurpassed. She can help individuals and businesses work through extensive business succession planning, including risk management, disability income insurance, long term care planning, and access to group medical health insurances. Her financial planning practice includes working with all levels of professionals and entrepreneurs from law firms, medical practices, accountants, manufacturing, sales and technology firms. Her success has made her in the Top Ten in the nation for two consecutive years, only woman to do this in the 168-year history of the company. She has been in the Top Three for Northwestern Mutual’s Western Region in 2011, 2015, 2019 and 2020, as well as making the Forum Club seven times. She is a member of the Million Dollar Round