Whether you’re just getting started or well into your retirement, having an adequate amount of insurance is critical. It’s an essential tool for risk management and a major piece of a well-crafted financial plan. It’s also extremely complex.

People of all ages find themselves underinsured or have purchased the wrong products, and these can lead to significant financial setbacks at any stage of life.

Joining me to talk about this is Sarah Askren. Sarah is a property and casualty insurance expert at The Miller Group. With over 20 years experience in the field, she’s passionate about making sure that her clients protect their loved ones and have access to the resources they need.

In this conversation, Sarah and I discuss the ins and outs of property and casualty insurance, what you should be looking for when you shop for insurance, and how to avoid being sold insurance products you don’t need.

In this podcast interview, you’ll learn:

• Why insurance plays such a crucial role in everyone’s financial life.
• How insurance needs change as people age.
• The big mistakes that Sarah sees in clients’ property and casualty insurance coverage.
• Why a risk management review is important and how they work.
• The things everyone should be aware of when working with insurance agents.
• What you need to know to effectively file an insurance claim to get paid quickly.

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/60

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com