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
