Commonwealth Independent Advisor

Michele Innis

Michele Innis is an insurance product consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2013, she assists with case design, product illustrations, and other inbound inquiries, with particular emphasis on life insurance. Michele holds a bachelor’s degree from the College of New Jersey.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

What’s the Right Risk Management Strategy for Each Generation?

What’s the Right Risk Management Strategy for Each Generation?

Posted by Michele Innis

April 25, 2018 at 1:30 PM

Every generation of people has different financial and risk management needs, and those needs evolve over time. There is no one product that fits all clients at all stages of life—that’s where you come in. Helping your clients identify key concerns at various milestones is a great way to start a conversation about their present and future circumstances. Talking to clients about life insurance is particularly important, as they may not be aware of gaps in their financial plan, and insurance can be a powerful risk management strategy to fill in those gaps.

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Topics: Risk Management

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