Apr
16

When Do You Need To Talk About Disability Insurance?

posted on April 16th 2020 in WorthPointe News with 0 Comments

DISABILITY INSURANCE CONCEPT,

Do You Need Disability Insurance? That might be a question for your financial advisor, but let’s dig into this important topic. On this episode of “The John Chapman Show,” John talks with Robert Clark about disability insurance. John mentions that when he works with financial planning clients, life insurance and health insurance always come up. […]

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Dec
04

A Short Guide to Homeowner’s Insurance

posted on December 4th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Homeowner’s Insurance A common notion when shopping for insurance is that as long as the coverage limits match, a policy or quote comparison […]

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Apr
24

Insurance for Women in Transition

posted on April 24th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 6 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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