))
Insurance Needs For Blended Families
Manage episode 426775565 series 2991025
Content provided by Donna Kendrick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Donna Kendrick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. Listen in as Donna, Jim, and Marc discuss the value of having a safety net, especially in a blended family, where both partners bring in assets and responsibilities from previous relationships. If you haven't given much thought to your insurance policies lately, this episode will give you some great items to consider and talk about with your advisor.
Here are the points we discuss in today’s show:
0:00 – Intro
0:42 – Donna and Jim’s experience with life insurance
7:55 – Different reasons for insurance
12:57 – Insurance for blended families
Beneficiary Designations Episode
https://sephtonfinancial.com/2023/11/easy-wins-in-personal-finance-part-2/
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
63 episodes
Share
