You can get the proper protect AND save money by evaluating and PLANNING your insurances, rather than simply being sold or taking the default option.
Action steps for this week:
1. Schedule a time to evaluate your Health Insurance options during Open Enrollment.
2. Get Disability Income Insurance through a Broker
3. Get Term Insurance through a Broker
4. Evaluate your Home & Auto through a Broker
5. Drop unnecessary coverage (see episode 20)
This is easily $100/hr work, if not $500/hr. Get it done, or higher someone to do it for you.
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This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
