The Ready, Aim, Fire Mindset of Insurance Planning
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
When it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”.
In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years and the planning it takes to find the right fit.
In this episode, you will learn:
- How the world of insurance and long term care has changed
- Why insurance companies are raising premiums as they gain experience
- How annuities are viewed through the lens of a financial planner
- How life insurance should fit into your plan
- And more!
Tune in now to hear the details of insurance planning and long term care annuities!
Resources: Synergy Capital Solutions
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