Insurance

Wealth Management Financial Advisors on lowering high insurance costs

Episode 52: How to Lower Your High Insurance Costs, with Ryan Delp

In this episode, we talk about why insurance is so expensive and ways you can look to lower your own high insurance costs.

Read More...
Fee Only Financial Advisors on Insurance featuring Ryan Delp from Bradish Associate

Insurance Webinar

Our insurance webinar walks you through the basic insurance policies, what you may be missing, and an audience Q&A session.

Read More...

Your Guide to Open Enrollment & Employee Benefits [Video]

Open Enrollment is the period, from September to November, when you can change your employee benefits. Do you know what benefits you need?

Read More...
Type of Insurance

Life Insurance Video Series

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…

Read More...
Employer vs Private Insurance

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

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…

Read More...
How much Life Insurance do I need?

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

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…

Read More...