Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan

The Flexible Advisor
12/10/2020 28 min
Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan

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Episode Synopsis

Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need?  In this episode, Laura Gregg and David Partain are joined by Rebecca Woan, Principal and Founder of Chartwell Insurance Services. Together, they discuss a range of risk management considerations. Rebecca highlights areas where high-net-worth clients …

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