Insurance is ridiculously confusing.
I spend lots of my days talking to people about their needs, researching different policy options at different institutions, playing with the various calculators, figuring out what makes the most sense…and it’s still super confusing for me sometimes!
That’s why when I work with clients I take the time to explain everything as clearly as possible and to make sure we’re on the same page with what we’re trying to achieve.
Often, that will involve getting a group of policies from a few different institutions, depending on the circumstances.
In general, insurance fits in with the rest of your financial picture. It can help you minimize big risks, protect your wealth, and even help build it.
And that’s why it makes sense to talk about it with someone who cares about your financial future and growing your net worth over time. You know, someone like me 🙂