Oct. 21, 2020

Who Should You Insure First?

Who Should You Insure First?

In this week's episode, we discuss who to insure first (yourself, spouse, or your child) when getting started with IBC. This topic came about because as IBC practitioners, we've found that people often think it's best to go with the youngest person in the household but this isn't always the case. We discuss the rules of thumb on who to insure first and why.

We'll also touch 529 college savings accounts because this account has been given a more elevated status than it actually deserves.

Take a listen and then let us know if you have questions. You can find us at:

Schedule a Consultation