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Insurance Basics & Avoiding Mistakes (Pt 2 of 2) with Vince 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 Part 2 of our podcast with Vince Spinosa and Pritesh Patel, they continue to demystify Insurance and financial literacy with mistakes/pitfalls to avoid, considerations to make, and even some little known secrets around insurance! Topics like age considerations, riders people skim over, how health levels factor in approval/denial, tips on researching companies and their ratings, using insurance to build assets for kids, and even taking loans out or collateralization against insurance make this an engaging listen! Bringing their combined 30+ years of experience in finance & insurance industry at Spinosa Financial Group, Vince and Pritesh truly leave no stone unturned on our podcast!

  continue reading

22 episoade

Artwork
iconDistribuie
 
Manage episode 322409142 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 Part 2 of our podcast with Vince Spinosa and Pritesh Patel, they continue to demystify Insurance and financial literacy with mistakes/pitfalls to avoid, considerations to make, and even some little known secrets around insurance! Topics like age considerations, riders people skim over, how health levels factor in approval/denial, tips on researching companies and their ratings, using insurance to build assets for kids, and even taking loans out or collateralization against insurance make this an engaging listen! Bringing their combined 30+ years of experience in finance & insurance industry at Spinosa Financial Group, Vince and Pritesh truly leave no stone unturned on our podcast!

  continue reading

22 episoade

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