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Policy Playbook: Energizing your Insurance Needs
Manage episode 425720357 series 3544567
Вміст надано CandorPath Financial. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CandorPath Financial або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Ready to get the inside scoop on all things insurance? Join our amazing Co-Host, John Kennedy, CFP®, on this episode as he approaches this often-overlooked, but super important topic! John doesn’t just talk the talk—he shares personal stories and professional insights that will have you rethinking your approach to insurance. From life insurance basics to comparing term and whole life policies, he’s got the tips and tricks to help you choose the best plan for you. But that's not all! John also covers health insurance, disability insurance, and even umbrella insurance. You’ll learn why it’s crucial to audit these policies every year to keep your finances in top shape. Don't miss out on this comprehensive, yet engaging breakdown of insurance essentials.
- 00:28 The Importance of Insurance
- 03:06 Life Insurance: Term vs. Whole
- 09:07 Health Insurance Essentials
- 11:54 Disability Insurance Explained
- 15:42 Understanding Umbrella Insurance
- 17:58 Other Insurance Considerations
- 19:47 Future Insurance Plans and Conclusion
Want to take a deeper dive? Set up your Introductory Call with John today!
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