Pathfinder Legacy

Ep. 10 - Mailbag: Fixing Farm Insurance Mistakes Before They Cost You


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In this special mailbag episode of the Pathfinder Legacy Podcast, Heidi Olson tackles real-life scenarios from farm families and business owners. From equalizing heirs to handling sudden debt spikes, Heidi explains what works, what breaks, and how to avoid costly mistakes when it comes to life insurance, trusts, and succession planning. You’ll learn how to align your policies with your plan, why liquidity matters, and the simple fixes that can save your farm from unnecessary stress.     Policy Ownership & Beneficiary Map: https://pathfinderlegacy.com/wp-content/uploads/2025/09/Week-1-Worksheet-Farm-Policy-Inventory-and-Gap-Checker.pdf     Get your Farm Family Business Meeting Template: https://pathfinderlegacy.com/
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Pathfinder LegacyBy Heidi Olson