The Importance of Insurance in the Financial Planning Process with Lauren Genuardi

    | March 8, 2021

    When going through the financial planning process it is important to review your insurance policies. Today Lauren shares her personal experience and the benefits of completing an insurance audit. 



    Lauren Genuardi

    Lauren has been a member of the Telemus team since 2017. As a Financial Life Advisor, Lauren manages portfolios and creates and implements asset allocations. She develops financial plans and is instrumental in equity and mutual fund research as it relates to client financial and investment goals.

    Lauren Genuardi

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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