Episode 27 – How Much Insurance Coverage Do You Actually Need? — With James Monroe
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Do you have the right type of insurance plan and amount of coverage for your family’s needs?
In this episode, Royal Standley and James Monroe of Oregon Pacific Financial Advisors walk you through different life insurance policies. This down-to-earth conversation is all about helping you figure out which policy will give you the coverage you need to maintain you and your family’s lifestyle.
In this episode, you will learn:
- How James uses a DIME method as a starting point to calculate life insurance needs
- When the ideal time is to have term insurance
- The five main types of permanent policies
- Examples of how life insurance has changed people’s lives for the better
- And more!
Tune in to learn how Royal and James can contribute to enhancing your current health insurance.
Resources:
Oregon Pacific Financial Advisors, Inc.
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.