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

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Manage episode 322409142 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 Part 2 of our podcast with Vince Spinosa and Pritesh Patel, they continue to demystify Insurance and financial literacy with mistakes/pitfalls to avoid, considerations to make, and even some little known secrets around insurance! Topics like age considerations, riders people skim over, how health levels factor in approval/denial, tips on researching companies and their ratings, using insurance to build assets for kids, and even taking loans out or collateralization against insurance make this an engaging listen! Bringing their combined 30+ years of experience in finance & insurance industry at Spinosa Financial Group, Vince and Pritesh truly leave no stone unturned on our podcast!

  continue reading

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Manage episode 322409142 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 Part 2 of our podcast with Vince Spinosa and Pritesh Patel, they continue to demystify Insurance and financial literacy with mistakes/pitfalls to avoid, considerations to make, and even some little known secrets around insurance! Topics like age considerations, riders people skim over, how health levels factor in approval/denial, tips on researching companies and their ratings, using insurance to build assets for kids, and even taking loans out or collateralization against insurance make this an engaging listen! Bringing their combined 30+ years of experience in finance & insurance industry at Spinosa Financial Group, Vince and Pritesh truly leave no stone unturned on our podcast!

  continue reading

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