026 Now We All Know What Age Nearest Means

026 Now We All Know What Age Nearest Means

(Complete Show Notes Below)

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In this 26th episode of the Financial Procast:

Estate Planning-It's Not Just for Rich People

When's the last time you reviewed your beneficiary designations on your life insurance policy(s), retirement accounts (IRA's, 401k's, etc.) and your will/trust/medical directives?  If you're anything like most of us, you’ve probably not re-visited your documents as recently as you should have.

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Why this Industry Needs Fewer “Salespeople”

Why this Industry Needs Fewer Salespeople

Piggybacking on the advice for finding a good insurance agent, I figured I’d take some soap box time this week to roll out a few additional thoughts on the industry. I’ve also thoughtfully provided pointers to assist consumers with avoiding certain pitfalls, meanwhile hopefully inspiring some agents out there to renounce the dark side and get up in the morning ready to work for nobler causes.

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