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 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
