Episode 136 Do I Have a good policy?

19/12/2017 12 min
Episode 136 Do I Have a good policy?

Listen "Episode 136 Do I Have a good policy?"

Episode Synopsis

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