How Much Insurance Do Your Clients Really Need?

    | August 18, 2023

     

    Insurance is a contractual guarantee to help cushion against the financial blow of a costly disaster. But the security it provides is expensive. How can clients know if they have enough insurance, or if they are paying for coverage they don’t need?

    Todd Wolfe, Senior Insurance Associate, discusses how we should regularly review our insurance needs to make sure that we have the right coverage in place for our current situation and future goals.

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    The article provided above, and the information contained within, is from a third party source, which we believe to be reliable, however Telemus cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. The author of this article is Ben Mattlin of Financial Advisor which is owned and operated by an independent third-party. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Telemus Capital. All opinions expressed in this article are for general informational and/or educational purposes. These opinions are subject to change without notice and are not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Telemus Capital does not provide tax, legal or accounting advice, and nothing contained in these materials should be relied upon as such.

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