Planning for Life Podcast
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!
CRN202109-253025
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. We have agents licensed to sell insurance in the following jurisdiction(s): Georgia, Florida, North Carolina, South Carolina, North Dakota, New York, Connecticut, Colorado, California, Michigan, New Jersey. We have agents licensed to sell securities in the following jurisdiction(s): Georgia, Florida, Indiana, Maryland, North Dakota, New York, South Carolina, Texas. Carl Coolidge, CA Insurance License 0I16279, State of Domicile: GA. Russell Jacbos, III, CA Insurance License 0D13170, State of Domicile: GA. CRN202211-274137
