Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
September 27, 2019 Episode #35

What Does “Transferring Risk” Really Mean?

Many people believe that you can only transfer risk with an insurance company but, in actuality, you can also transfer risk in the context of financial planning.

In this episode, Carl Coolidge explains what transferring risk really means, how to do it, and why it can give you peace of mind.

In this episode, you will learn:

– What it means to transfer risk and why you may do so
– Why transferring risk is mutually beneficial for the customer and the insurance company
– How to transfer risk when it comes to long-term care
– Why it’s important to spend time with your financial planner
– And more!

Tune in to learn about transferring risk and how it can be worked into your financial plan!


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