28 minutes | Oct 29, 2020

The Ready, Aim, Fire Mindset of Insurance Planning

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 changedWhy insurance companies are raising premiums as they gain experienceHow annuities are viewed through the lens of a financial plannerHow life insurance should fit into your planAnd more!Tune in now to hear the details of insurance planning and long term care annuities!Resources:  Synergy Capital Solutions 
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