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Have You Out Run Your Insurance? [The Importance of Reviews]
Manage episode 360994371 series 2801715
内容由Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis提供。所有播客内容（包括剧集、图形和播客描述）均由 Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
EWM INSIGHTS with special Special Guest Robb Stottlemyer, Director of Life Brokerage Sales
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
In this episode of Insights Robb Stottlemyer is our guest.
We discuss the importance of reviewing life insurance, question if life insurance still relevant, why life insurance matters, and the many ways it can be used to help achieve both life and estate goals.
Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products.
It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle.
SUBJECT:
Have You Outrun Your Insurance?
[ The Importance of Reviews]
Topics Covered:
Why Life Insurance Matters
Why Review Insurance?
Why Have Insurance?
What’s New on the Horizon?
Case Studies
Additional Resources:
Ellis Wealth Management
Paul Ellis: 425-405-7720
email: paul.Ellis@elliswealthmanagement.net
Duncan Advisors Resources
Robb Stottlemyer, Director of Life Brokerage Sales email: robb.stottlemeyer@duncanar.com
Feel free to share this episode with those in your circle who are on a similar path of learning.
We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/
Above all, through EWM INSIGHTS we want to encourage you to:
INVEST IN WHAT YOU LOVE!®
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Ellis Wealth Management is a separate entity from Cambridge.
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