29. Risk Management – Part Two of Six Points of Financial Planning with Eric Eveland
You never know what is going to happen tomorrow. That is why it is so important to plan ahead for whatever life might throw your way.
One of the best ways to do that is by having a well-thought-out risk management plan, and insurance coverage to protect your money through life’s toughest obstacles.
In this episode, David Pulcini speaks to Eric Eveland, insurance specialist and broker manager at KAFL Inc. about different forms of risk management and why it can be different for different people. David and Eric discuss how age, occupation and overall financial goals impact an individual’s risk management.
David and Eric discuss:
- The different stages of insurance planning
- The importance of disability insurance throughout your life
- Employee coverage vs. private coverage
- Term insurance for temporary needs
- Different options for long-term care and how much they might cost
- And more
Connect with David Pulcini:
- dpulcini@sixpointfp.com
- SixPoint Financial
- (585) 641-7900
- LinkedIn: David Pulcini
- LinkedIn: SixPoint Financial
- Twitter: SixPoint Financial
- Facebook: SixPoint Financial
Connect with Eric Eveland:
About our Guest: Eric came to KAFL in September 2012, bringing with him a wealth of knowledge in the insurance industry. Once he had completed his Bachelors Degree in Financial Planning, he began his profession in a local career agency where he learned the necessary tools which built the framework of the business he does today. Deciding that he would like to take a more consultative approach to his career; he began working as a Broker Manager at KAFL, supporting advisors and agents with designing, marketing and implementing wealth transfer strategies.
His desire for knowledge and his passion for growth has made him an innovative team member and a valuable asset to KAFL.
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