Episodes
Monday Nov 07, 2022
EP 151: Evaluating Life Insurance Coverage
Monday Nov 07, 2022
Monday Nov 07, 2022
'Tis the season for open enrollment - From health and life insurance to HSA's, it is a good time to evaluate what your current coverage plan is - to see if it is in need of tweaking. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about what you need to consider when selecting these plans.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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