Peg and Bruce welcome Vice President, Financial Advisor Jennie Bolland to the show to discuss a checklist for deciding if you have too much or not enough insurance.
Questions Discussed Include:
- My advisor keeps bringing up life insurance for my plan, but I’m worried it’s only because he’ll make money off of my policy. How do I vet life insurance plans to make sure I’m doing the right thing for me?
- Is it worthwhile to try to get in shape before I go to apply for life insurance so I have a better outcome on the physical exam? Are there policies I can buy that don’t require one?
- Can you explain if term or permanent life insurance is better for someone in their 70s?
Featured Segment: Risk Management Checklist
Bruce Helmer, a founding member of Wealth Enhancement Group, has been the host of the “Your Money” Radio Show for more than 20 years. He is also featured weekly on the Twin Cities CBS affiliate WCCO, and has penned three financial advice publications.