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Financial advisors, Chip Munn and Jon Tait sit down in this episode to talk through a few scenarios - sudden loss, serious illness, and health - and how they approach each in their client's lives. Even if you are in good health, going through the checklist can make a difference in the event tragedy strikes. Their number 1 advice in any situation, don't hurry...
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Financial advisors, Chip Munn and Jon Tait sit down in this episode to talk through a few scenarios - sudden loss, serious illness, and health - and how they approach each in their client's lives. Even if you are in good health, going through the checklist can make a difference in the event tragedy strikes. Their number 1 advice in any situation, don't hurry...