7. Small Business Insurance Planning
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About this listen
Insurance is almost always a gap we see when reviewing a financial plan. It’s a very difficult conversation to have not only with your financial planner but with yourself as well.
You may ask, “Where do I even begin?”
In this episode, Drew and Jeremy break down a few areas of insurance and when it might make sense to put these in place.
Please enjoy!
Connect with the Migrate Your Money Host’s:
● Connect with Jeremy: https://www.linkedin.com/in/jeremycrocker/
● Connect with Drew: https://www.linkedin.com/in/drewfeutz/
Migration Wealth Management:
● LinkedIn: https://www.linkedin.com/company/migration-wealth-management
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● Twitter: https://twitter.com/MigrationWealth