Скачать или смотреть Insurance Planning- Why Risk Planning is Critical to Financial Success! Lunch & Learn Recording

Most people have a love-hate relationship with Insurance Premiums. We know it’s important to have insurance. Proper coverage protects us against catastrophic events that could ruin us financially.

However, we also know the odds of ever collecting are low. In this presentation, we will discuss why you should view your insurance as a portfolio. Like your investment portfolio, you likely have multiple products in your insurance portfolio to diversify away risk.

Understanding how each product ties into your financial plan is critical.

In this session, we unpacked insurance so you are confident that your premium dollars are being effectively invested.

Topics we covered:

Why consider owning personal insurance to replace mortgage insurance
How Investors use insurance to tax shelter growth and create tax free income
Annual travel insurance may not be covering you for a whole year
Learn how to protect your travel health coverage insurability
Why carry life insurance into retirement
Baby Boomers are aging – this is why you need to understand long term care insurance.

If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email [email protected]


For more helpful resources click the following link to get to the show notes on our website.

http://www.shaunhumphries.com/videos-...


Your situation is unique. We recommend you contact our office at 204.977.8022 or [email protected] in order to set up a meeting or telephone appointment with Shaun to discuss how these insurance opportunities can be applied to your situation.