Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
January 4, 2019 Episode #16

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!


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