Episode image

Some Like it Hot - with Insurance Updates

EWM INSIGHTS

Episode   ·  0 Play

Episode  ·  26:56  ·  Jul 12, 2022

About

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of Insights Robb Stottlemyer is our guest.We also discuss the many facets of Life Insurance and the many ways it can be used to help achieve both life and estate goals.Note: This is an educational discussion and NOT an offer to purchase or sell insurance orinvestment products. It is Ellis Wealth Management’s expressed position that investments should be understood anddiscussed with an accredited financial professional before purchase. Past performance is notindicative of future performance. Investments can loose value which includes risk to principle. SUBJECT:Life Insurance - An Overlooked Multi-Tool Topics Covered:
Why Life Insurance Matters
What are different reasons and for Life Insurance? What’s the BestTime to Review Insurance ? What’s New on the Horizon?
Case Studies Additional Resources:Ellis Wealth Management:
Paul Ellis: 425-405-7720
email: paul.Ellis@elliswealthmanagement.net Duncan Advisors Resources
Robb Stottlemeyer, Director of Life Brokerage Sales email:robb.stottlemeyer@duncanar.comFeel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------

26m 56s  ·  Jul 12, 2022

© 2022 Captivate Audio Ltd. (OG)