Wade Borth - Sage Wealth Strategy

Unlock Profit with Smart Insurance with Suzanne White

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Summary 

In this episode of the Wade Borth Podcast, we're joined by Suzanne White, an expert in business property and casualty insurance. Suzanne shares insights on financial strategies that help business owners avoid costly pitfalls, ensuring they don't unknowingly spend money while safeguarding their assets. She and Wade discuss the importance of collaboration and building a strong financial team to empower businesses. Learn how understanding insurance and liquidity can transform potential chaos into opportunities. Don't miss this essential episode for any business owner looking to secure their financial future..

 

Episode Highlights

00:00:06 - Introduction to Suzanne White.

00:01:15 - Entering the insurance industry.

00:05:00 - Creating a holistic client approach.

00:06:35 - Lessons learned from COVID.

00:07:50 - The importance of liquidity.

00:09:20 - Building a collaborative financial team.

00:13:32 - Understanding premium financing.

00:16:30 - Different policies in property & casualty insurance.

00:20:56 - Premium financing costs.

00:24:00 - Reducing insurance costs through a holistic strategy.

00:27:20 - Unseen costs in small business policies.

00:29:59 - Utilizing a super application for efficiency.

00:32:15 - Keeping insurance policies updated with business growth.

00:36:40 - The importance of focusing on your expertise.

00:38:30 - Empowerment through collaboration.

00:41:11 - Final invitation to future conversations.

 

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