Planning for Life Podcast
Risk Management and Insurance Planning: The Basics
A career with the CERTIFIED FINANCIAL PLANNER™ designation comes with many responsibilities. In this episode of the Planning for Life Podcast, Russell Jacobs explains categories that planners don’t talk about nearly enough—risk management and insurance planning.
In this episode, you will learn:
What risk management really means and how Jacobs Coolidge and Company plans for their clients’ life changes
What it means to “live too long” in terms of your wealth
The most optimal way to use annuities
Why the media might be steering you wrong when they say that “any amount of life insurance is better than no life insurance”
The basics of business insurance
And much more!
Tune in to this episode of the Planning for Life podcast with Russell Jacobs to learn more about the CERTIFIED FINANCIAL PLANNER™ designation!
CRN202012-239988
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
