Episode 136 Do I Have a good policy?
- Author
- Jesse McFie
- Published
- Tue 19 Dec 2017
- Episode Link
- https://wealthtalks.libsyn.com/episode-136-do-i-have-a-good-policy
Listen in on the way we think through reviewing a policy that seems okay but may not be balancing a client’s financial needs. It’s all about Money Management and what makes the most sense OVERALL. For details on this particular case see: http://www.life-benefits.com/blog.html?bpid=4204
