Above Board Ep 121: Policy Playbook- Energizing your Insurance Needs NEW

Ready to get the inside scoop on all things insurance? Join our amazing Co-Host, John Kennedy, CFP®, on this episode as he approaches this often-overlooked, but super important topic! John doesn’t just talk the talk-he shares personal stories and professional insights that will have you rethinking your approach to insurance. From life insurance basics to comparing term and whole life policies, he’s got the tips and tricks to help you choose the best plan for you. But that's not all! John also covers health insurance, disability insurance, and even umbrella insurance. You’ll learn why it’s crucial to audit these policies every year to keep your finances in top shape. Don't miss out on this comprehensive, yet engaging breakdown of insurance essentials.
00:28 The Importance of Insurance
03:06 Life Insurance: Term vs. Whole
09:07 Health Insurance Essentials
11:54 Disability Insurance Explained
15:42 Understanding Umbrella Insurance
17:58 Other Insurance Considerations
19:47 Future Insurance Plans and Conclusion
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