• The Best of Refining Retirement Podcast - The Ins & Outs of Insurance

  • 2025/02/25
  • 再生時間: 25 分
  • ポッドキャスト

The Best of Refining Retirement Podcast - The Ins & Outs of Insurance

  • サマリー

  • Dana and Brad are joined by insurance professional, Josh Paulson of Paulson Insurance, to discuss different coverage types and how to stay protected.

    Takeaways:

    • Inflation has impacted many insurance companies. You should be checking your policies to make sure no changes have been made.

    • Certain collectibles may not be covered by your insurance and may require a separate appraisal and additional coverage.

    • Download our FREE helpful resource, “Inflation and Your Retirement”

    Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
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あらすじ・解説

Dana and Brad are joined by insurance professional, Josh Paulson of Paulson Insurance, to discuss different coverage types and how to stay protected.

Takeaways:

  • Inflation has impacted many insurance companies. You should be checking your policies to make sure no changes have been made.

  • Certain collectibles may not be covered by your insurance and may require a separate appraisal and additional coverage.

  • Download our FREE helpful resource, “Inflation and Your Retirement”

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

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