Ready For Retirement

How Much Umbrella Insurance Coverage Do You Need?


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In this episode of Ready for Retirement, James discusses umbrella insurance coverage and how much you need.

Questions Answered: 

  • How should I think about an Umbrella Insurance Policy (how much)?
  • Understanding how much defense (risk management) is needed
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
2:30 - Umbrella Insurance 101
3:25 - Home/Auto Policies
5:04 - Insurance Policies Examples
8:50 - Net Worth Value
10:03 - State Exemptions
13:58 - How Much?!
16:33 - Two Examples
19:05 - Working With Us

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Ready For RetirementBy James Conole, CFP®

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