Insurance

Type of Insurance

Life Insurance Video Series

June 28, 2017

MICHELLE SMALENBERGER, CFP® I’d like to talk about one area of financial planning that seems to be misunderstood. Or maybe there’s just a lack of knowledge about this topic, and that’s insurance. When you’re considering getting any type of insurance, you the insured are looking to transfer the risk to someone else. So really what’s…

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Employer vs Private Insurance

[Video] What are the Sources of Life Insurance?
Insurance Part 3

June 23, 2017

MICHELLE SMALENBERGER, CFP® So now that we know the amount of life insurance that we agree that we need, we really want to look to where the sources of that insurance are going to be. It’s very common that someone who works for an employer or for a company may get a benefit that’s just…

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How much Life Insurance do I need?

[Video] How Much Life Insurance Do I Need?
Insurance Part 2

June 20, 2017

MICHELLE SMALENBERGER, CFP® One area of insurance that I think is hard to define a value for is life insurance. So, I really want to dig into that a little bit to help you come up with or to make a little simpler that process of what is the amount of life insurance that I…

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What is the Purpose of Insurance?

[Video] What is the Purpose of Insurance?
Insurance Part 1

June 13, 2017

MICHELLE SMALENBERGER, CFP® I’d like to talk about one area of financial planning that seems to be misunderstood. Or maybe there’s just a lack of knowledge about this topic, and that’s insurance. When you’re considering getting any type of insurance, you the insured are looking to transfer the risk to someone else. So really what’s…

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