In this episode, David Thomas, Private Risk Advisor at Hub International, shares his insights on the changing landscape of personal insurance. He will discuss why creating a plan and addressing the changing three areas in today's environment is important.
Show Highlights:
Insurance Is Not Just For The Affluent (3:25)
How Proactive Planning Pays Off (4:55)
How Often You Need To Review Insurance (9:25)
Impact of Natural Disasters (11:55)
Growth of Cybersecurity (21:00)
Importance Of An Umbrella In A Litigious World (24:15)
Leaving A Legacy (30:55)
Make It A Priority (34:45)
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
Connect with David Thomas:
Email- david.thomas@hubinternational.com
Website- https://hubinternational.com
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180