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Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at or get in touch by calling 215-948-3945.

Apr 21, 2022

Life insurance can be intimidating for a lot of reasons but it has changed a lot over the years. On today’s episode, we are going to explore some important reasons you may want to consider life insurance and what factors you should consider when making this important decision.

If you have a family, you really need to consider income replacement. Donna herself, was able to raise her family and send them to college because of life insurance after she unexpectedly became a widow. If you are closer to retirement if you were to pass, how would that impact your spouse's plan? Join us today as we explore 7 important things you should think about if you are considering life insurance.


Check out Donna’s new book coming out soon:


What we discuss today: 

1:16 – Income replacement

6:06 – Estate liquidity

7:07 – Locking in premiums

8:35 – Transferring family wealth

9:23 – Succession in business

10:25 – Tax-free income

12:41 – The right professionals and tools

14:17 – Long term care coverage


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