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Insurance Basics & Avoiding Mistakes (Pt 1 of 2) with Vincent Spinosa and Pritesh Patel

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Manage episode 321703861 series 2988204
内容由Sowtastic提供。所有播客内容(包括剧集、图形和播客描述)均由 Sowtastic 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

In this podcast, Vince Spinosa and Pritesh Patel engage in a lively panel and setup objective, in-depth assessment of what #LifeInsurance is, #KeyConcepts to understand, differences, and #InsuranceFAQ that people continue to have. Additionally, their shrewd insight on how Insurance and #SmartFinancialManagement play a critical role in #FinancialLiteracy is a must listen! With a combined 30+ years of experience in finance & insurance industry as wealth management advisors at Spinosa Financial Group, Vince and Pritesh provide great understanding through easy-to-absorb examples.

Check out Part 2 (coming next week) of this pod where we tackle topics like Insurance Needs of Kids & Age Consideration, Mistakes/Pitfalls to Avoid, and other deep-dives!

  continue reading

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Manage episode 321703861 series 2988204
内容由Sowtastic提供。所有播客内容(包括剧集、图形和播客描述)均由 Sowtastic 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

In this podcast, Vince Spinosa and Pritesh Patel engage in a lively panel and setup objective, in-depth assessment of what #LifeInsurance is, #KeyConcepts to understand, differences, and #InsuranceFAQ that people continue to have. Additionally, their shrewd insight on how Insurance and #SmartFinancialManagement play a critical role in #FinancialLiteracy is a must listen! With a combined 30+ years of experience in finance & insurance industry as wealth management advisors at Spinosa Financial Group, Vince and Pritesh provide great understanding through easy-to-absorb examples.

Check out Part 2 (coming next week) of this pod where we tackle topics like Insurance Needs of Kids & Age Consideration, Mistakes/Pitfalls to Avoid, and other deep-dives!

  continue reading

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