The Financial Risks You Need to Protect with Mark Maurer

HOW CAN INSURANCE HELP ME?


This week I sat down with the President & CEO of Low Load
Insurance Services, Mark Maurer.


Mark joined Low Load Insurance Services (LLIS) in 2003, assumed
the role of president in 2008, and CEO in January, 2013. He
earned his CFP designation in 2006, his bachelor’s degree in
business and finance from Emory University’s Goizueta Business
School in Atlanta, Georgia, and his MBA from University of
Florida’s Warrington College of Business. Mark is a member of the
National Association of Insurance and Financial Advisors, and a
popular speaker for financial organizations including The
Alliance of Cambridge Advisors, NAPFA, Garrett Planning Network,
LIMRA, LOMA, and Society of Actuaries. He is also a contributing
insurance resource to industry publications including Business
Week, Bloomberg.com, Forbes, NAPFA Advisor, AMA Physicians’ Guide
to Financial Planning, NY Daily News, Jean Chatzky’s Talking
Money, and Jane Bryant Quinn’s book, Making the Most of Your
Money Now.


Here’s WHAT YOU’LL LEARN FROM THIS EPISODE:


The biggest misconception people have around insurance

The types of insurance you need for your situation

Why disability insurance is an important consideration for
your family

The difference between term and whole life insurance and
which is best for you

How to streamline the insurance application process for
yourself

How policies will pay out and how much coverage you need

How disability insurance payments are taxed



LINKS WE MENTIONED ON THE SHOW:


Low Load Insurance Services

Mark’s e-mail

Schedule a free 30-minute consultation with me

Blog posts from the Workable Wealth blog that address
insurance:

#YOLO: So Don’t Ignore Your Need for Life Insurance

Are You Protecting Your Most Valuable Asset?