A monthly newsletter brought to you by Treece Financial Group | # 64 | September 2019
Holistic | Welcoming | Advocacy-Oriented Financial Planning
dinosaur insurance cartoon caption: "Okay, say you go extinct before the rest of your family ..."

Because coverage needs change over time, taking a "DNA" (Detailed Needs Analysis) test periodically ensures that you have the right mix of coverage for your current situation and future "what-ifs". Check out the video and resource links below to get an idea of what amount of coverage may be right for you.

I hold life, health, and annuity insurance licenses and can assist you with analyzing your insurance needs and recommend solutions that best fit your lifestyle and financial situation. I can also refer you to a comprehensive network of insurance specialists to meet any unique situations.

Beyond life insurance, I have the experience and resources to assist you with:
  • Disability Insurance
  • Long-term Care Insurance
  • Health Insurance
  • Homeowner's & Renter's Insurance
  • Liability Insurance
  • and other insurance-related concerns.

Just give me a call at 305-751-8855 (Miami office) or 954-526-3676 (Broward office) to schedule an existing coverage review.
Your DNA Test

If your family relies on your income, it's critical to know what their needs would be in the event of your death.

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Insurance Needs Assessment: Married with Children
What You Should Do About Insurance After a Divorce
Long-Term Care Protection Strategies

Join us at an educational seminar or community event:
Stop by our booth!
Active Aging Expo at The Pride Center at Equality Park
Saturday, October 19th
10 a.m. - 2 p.m.
Treece Financial at Active Aging Expo

Presenter David Treece, MBA, AIF Description Be sure to stop by Team Treece's table to ... say hi!

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Social Security and Medicare in an Age of Uncertainty
Brockway Memorial Library
Thursday, October 24th
6:15 - 8 p.m.
Social Security & Medicare Enrollment

Presenter David Treece, MBA, AIF® Description Retirement may bring liberation from some responsibilities, but will bring new ones. Attend our educational seminar to learn innovative strategies for maximizing benefits and when you can, should, and ...

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A Funny Look at Getting Older

Life after 60 may not be all laughs. But it's proving to be fertile territory for the wit and insights of Andy Landorf and John Colquhoun, the funny creators of The New 60, a twice-a-week comic strip now in its second year.

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Follow #Treece3forThursday
Treece's #3onThursday: September 12, 2019
Simply like our Facebook or LinkedIn page to receive quick-read, light-hearted weekly posts of what's inspiring David Treece — from trends to book recommendations, South Florida events, shopping tips, and more.

Have a tip to share or recommendation to make to David? Send them along to david@davidtreece.com.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.