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The 4 Most Common Mistakes with Life Insurance

Left Brain Thinking

Release Date: 09/08/2023

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More Episodes

This week we switch gears from our usual market recap videos to bring you the latest in our Fundamentals of Investing series, discussing a topic that is relevant to literally all families -- Life Insurance.

Most of us know Life Insurance is an essential building block of a comprehensive financial plan, but there are so many options and potential pitfalls that going it alone is a dangerous strategy.

In this week's Jarvis® Update, we welcome VP of Investments, Freddy Garcia, our resident financial planning expert, to cover some of the major mistakes he has seen investors make over his 26 years of financial planning and advisory experience.

As we talk our way though the common errors that folks make with insurance, we come to some key conclusions:

(1) Don't procrastinate, as a single split second event could leave your family in need of a life insurance benefit
(2) Don't go it alone -- this is a complicated field, but there are also many novel strategies that can help your family and minimize their tax burden
(3) Always review what you have -- life changes, insurance companies change, beneficiaries change. It's not good enough just to buy a policy and stick it in the drawer for decades!

If you are looking to get on top of your insurance situation and achieve peace of mind, both for yourself and your loved ones, please get in touch with us to schedule a meeting! You never know when you will need it. https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

Call Brian directly at (630) 547-3316.

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