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Insurance Basics & Avoiding Mistakes (Pt 1 of 2) with Vincent Spinosa and Pritesh Patel

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Content provided by Sowtastic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sowtastic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this podcast, Vince Spinosa and Pritesh Patel engage in a lively panel and setup objective, in-depth assessment of what #LifeInsurance is, #KeyConcepts to understand, differences, and #InsuranceFAQ that people continue to have. Additionally, their shrewd insight on how Insurance and #SmartFinancialManagement play a critical role in #FinancialLiteracy is a must listen! With a combined 30+ years of experience in finance & insurance industry as wealth management advisors at Spinosa Financial Group, Vince and Pritesh provide great understanding through easy-to-absorb examples.

Check out Part 2 (coming next week) of this pod where we tackle topics like Insurance Needs of Kids & Age Consideration, Mistakes/Pitfalls to Avoid, and other deep-dives!

  continue reading

22 episoade

Artwork
iconDistribuie
 
Manage episode 321703861 series 2988204
Content provided by Sowtastic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sowtastic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this podcast, Vince Spinosa and Pritesh Patel engage in a lively panel and setup objective, in-depth assessment of what #LifeInsurance is, #KeyConcepts to understand, differences, and #InsuranceFAQ that people continue to have. Additionally, their shrewd insight on how Insurance and #SmartFinancialManagement play a critical role in #FinancialLiteracy is a must listen! With a combined 30+ years of experience in finance & insurance industry as wealth management advisors at Spinosa Financial Group, Vince and Pritesh provide great understanding through easy-to-absorb examples.

Check out Part 2 (coming next week) of this pod where we tackle topics like Insurance Needs of Kids & Age Consideration, Mistakes/Pitfalls to Avoid, and other deep-dives!

  continue reading

22 episoade

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