Oct 26, 2021
No one’s excited to file an insurance claim. To make matters worse, many people have terrible experiences with insurers, whether they involve fighting over reimbursements, what’s covered, or even simply trying to get ahold of their agents. On top of this, the Affordable Care Act has completely upended the insurance industry, both for better and for worse.
Here to talk about what’s going on in the insurance industry is Taylor Garner and Jason Newcomer. Jason is a Certified Financial Planner and Taylor is an insurance consultant.
In today’s conversation, we explore how the insurance industry has been transformed over the last decade, how to find plans that meet your unique needs, and what to do to make your insurance coverage a balanced part of a comprehensive financial plan.
In this podcast interview, you’ll learn:
- Why shopping for insurance is such a lousy experience–and what makes working with an insurance consultant different.
- How a Certified Financial Planner and an insurance consultant can work hand-in-hand to better serve their clients.
- Why the ACA significantly changed individual healthcare plans, reduced options, and raised premiums for many Americans.
- What makes Medicare coverage so confusing.
- Why there’s no wrong age to start improving your financial and retirement plans.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/53
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com