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Trey Johnson, Financial Representative | Westshore Financial Group | 813-629-7415 | Trey_Johnson@westshorefinancial.com
<p>Infographic: How to Talk to Millennials About Life Insurance</p>

Infographic: How to Talk to Millennials About Life Insurance

Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?
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Client Centered

Born in Charleston, South Carolina to his loving parents Ralph & Tracy Johnson. Trey grew up here in the Tampa Bay area, graduating from Steinbrenner High School with honors. He went on to graduate from Villanova University and ultimately continued his football playing career in the NFL. He played with the Pittsburgh Steelers, Denver Broncos, and the Winnipeg Blue Bombers of the CFL. After a solid athletic career, Trey made the personal decision to retire. Trey is now fulfilling his true passion and purpose of creating peace and understanding in individuals lives through their personal finances.

INTRODUCING THE LIVING BALANCE SHEET®

The Living Balance Sheet is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals. 


GET ORGANIZED

Keeping track of finances using multiple websites, statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe.

The Living Balance Sheet provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your:

■ Assets ■ Liabilities ■ Insurance protection ■ Cash flow ■

 

With all accounts and values in one location, you always know what you have and what you’re worth.



The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian. Financial Representative of Guardian.