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Life Insurance Case Study
Manage episode 220594373 series 1044733
Content provided by Colin Meeks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colin Meeks 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.
Life Insurance is an important piece of the financial planning puzzle. However, not everyone needs life insurance. For example, we work with a lot of individuals who are deep into retirement, their kids are adults and the house is paid off. This person may still need life insurance for their spouse but in a lot of these cases, after analyzing the policy and doing our due diligence, we find this type of individual no longer needs to pay the premium for a policy has already done it's job. On the other hand, new parents need life insurance right away to protect their loved ones from having to survive on their own should one parent pass away. We commonly use a second to die life insurance policies for special needs families because we are preparing for the death of the parents who know their special needs child will never live on their own. There are a lot of situations where life insurance can help, and we have a checklist that can help you as well. Check out the life insurance shoppers checklist here to get started.
101 episodes
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Manage episode 220594373 series 1044733
Content provided by Colin Meeks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colin Meeks 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.
Life Insurance is an important piece of the financial planning puzzle. However, not everyone needs life insurance. For example, we work with a lot of individuals who are deep into retirement, their kids are adults and the house is paid off. This person may still need life insurance for their spouse but in a lot of these cases, after analyzing the policy and doing our due diligence, we find this type of individual no longer needs to pay the premium for a policy has already done it's job. On the other hand, new parents need life insurance right away to protect their loved ones from having to survive on their own should one parent pass away. We commonly use a second to die life insurance policies for special needs families because we are preparing for the death of the parents who know their special needs child will never live on their own. There are a lot of situations where life insurance can help, and we have a checklist that can help you as well. Check out the life insurance shoppers checklist here to get started.
101 episodes
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Similar to The Financial Advocate
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
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continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
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