Ask The Planman

Are you and your family financially ready in case something tragic happens? Wills, trust and estate planning can seem tedious and unnecessary but, it's an important part of life. This week, Attorney Mario Bai tells you why these are so important. He explains the So What with real-life situations that he's helped his clients through, all because they too weren't prepared.

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Joe Krivelow has been a licensed insurance professional for 28 years. 19 years ago Joe decided to focus on Insurance in the healthcare arena, as it became increasingly apparent that the public confusion in the Health insurance space was a major issue. Joe helped thousands of customers understand and find the coverage that best fit their needs. 15 years ago Joe decided to build a team of like minded insurance professionals to help more people get the coverage they need. Today that team of over 800 professionals helps thousands of clients every year to find the best coverage available for them, their family, or their business.

Joe Krivelow, founder of Compass Health Consultants

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Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN!

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New episodes are released bi-weekly every Monday.

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