• Importance of Insurance

  • Feb 1 2021
  • Length: 42 mins
  • Podcast

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Importance of Insurance

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  • Summary

  • Often there are a lot of misconceptions and misunderstandings when it comes to insurance. Certain insurance is a huge part of both your financial and retirement planning. Jeff comes from over 30 years of background in Insurance and currently holds an active insurance license. In this podcast Jeff gives an overview of some different types of insurance and why their role is so important.

    Jeff will discuss:

    ·      Understanding how insurance is regulated and priced.

    ·      Policy holder surplus

    ·      Deep dive into auto insurance

    ·      The importance of the pieces to your home insurance  

    ·      Why to consider an Umbrella Policy    


    You can find our disclosures at https://plan2retire.com/ 

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