Having been raised in the insurance industry, Beth joined J.B. Lloyd and Associates in 2006, specializing in insurance programs for financial institutions and real estate investors. In addition to receiving the prestigious designation of Certified Insurance Counselor (CIC) from the National Alliance of Insurance, Beth has earned a number of awards for her expertise, including most recently, the Best in Class for Best Property Insurance Company through NoteVestor. Beth is a frequent guest on various podcasts, webinars, and a speaker at events, as she attempts to educate others about how best to protect themselves and their assets from unexpected loss.

(00:02 - 2:13) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Beth

- Beth shares something interesting about himself

(2:13 - 30:26) Master Insurance Policy and Its Benefits 

- Does being an artist help you in any way with sales or insurance industry?

- Do you invest in real estate yourself?

- What is a master insurance policy?

- How do you compare the master insurance policy to the umbrella insurance policy? Are they similar?

- What are some of the pros or advantages of master policy over individual policies?

- LLC, who will it be my name or llc's name? how would that work? Let's say we have partners

- Do I pay the policy premium at the master level or when I add or remove? How does it work?

- What will happen to the master policy, would it apply to all my property? if I have a claim on one property for whatever reason

- Do I need a certain number of properties to be able to have master insurance?

-What are some of the gotchas, when I'm going through an insurance contract? What are some of the things I need to look for?

- What do you recommend?

(30:26 - 30:54) Break

- Welcoming listeners and guest back to the show

(30:54 - 35:39) Fire Round

- Will Beth change the business strategy after Coronavirus?

– Beth's favorite real estate, finance, or other related books

– Tools or website Beth recommends

– Beth's advice to beginner investors

– How does Beth give back?

– How can Wealth Matters Podcast listeners reach out to Beth?

(35:39 - 35:58) Closing Segment

If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link

Facebook: @wealthmatrs

IG: @wealthmatrs.ig

Tiktok: @wealthmatrs