Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews

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“Inspect what you expect. If you’re a business owner or you’re a manager and you have employees, if you expect them to do something or perform in a certain way, you’ve got to observe it. It’s the same thing for your financial future whether it’s your 401(k) or your life insurance policy, if you’re not periodically looking at it, the chances of you not getting what you expect go up so, inspect what you expect.” - Barry Flagg

In this episode of GET READY!, I spoke with Barry Flagg, the Founder of Veralytic about the importance of reviewing insurance policies. We also discussed what people should look for when reviewing their insurance policies along with how Veralytic reports are an important tool for managing an in-force life insurance policy.

Bio: Barry D. Flagg is the inventor and founder of Veralytic, the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Barry is a recognized expert in applying Prudent Investor principles to life insurance product selection and portfolio management and serves as sub-advisor to  thousands of life insurance trusts. 

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.