Tag: Insurance

FEATURE
A Chat About Long-term Care Insurance With Rick Gallacher, CFP® (Ep.21)

A Chat About Long-term Care Insurance With Rick Gallacher, CFP® (Ep.21)

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Most people will need some form of long term care at some point in their life, and they don’t want to be a burden on their family.

In this episode, Austyn Whittenburg talks with Rick Gallacher, CFP®, to talk about a range of different long term care options, the benefits of the services, and when you need them.

Rick discusses:

  • How to get benefits from long term care insurance
  • The different ways these policies get set up
  • How tough it can be for informal caregivers
  • The average costs of assisted living facilities versus at home care
  • And more

Connect With Austyn Whittenburg:

Connect With Rick Gallacher:

About Our Guest:

Rick Gallacher has experience in the areas of financial modeling, asset allocation, investment selection, estate planning, personal risk management, holistic situation auditing and personal financial reporting. As a licensed CPA, he has proficiency in understanding and applying analysis to the overall economy, capital markets, corporate fundamentals, personal taxation and essential business law.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.

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FEATURE
The Right Ways To Be Insured With Sam Hoole (Ep.17)

The Right Ways To Be Insured With Sam Hoole (Ep.17)

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With inflation causing a fluctuation in the value of your assets, is it time to update your insurance coverage to ensure that your properties and valuables are all covered?

In this episode, Austyn Whittenburg talks with Sam Hoole, a private client advisor at Diversified Insurance An IMA Inc. Company. He will talk about all things, property and casualty insurance, the different types of insurance people should have and how you should be thinking about this as the values have been changing recently.

Sam discusses:

  • Does inflation affect your insurance coverage
  • The new wave of cyber insurance
  • What you should expect from your insurance agent
  • If umbrella insurance is worth it
  • And more

Connect with Austyn Whittenburg:

Connect with Sam Hoole:

About Our Guest:

Sam Hoole provides Personal Insurance for successful individuals and families/high net-worth: home, auto, umbrella, valuable collections, and watercraft.

As a Private Client Advisor, he helps provide adequate insurance protection by creating a personal risk management strategy for successful individuals and families through quality insurance companies. He performs custom Personal Insurance Reviews for your homes, rental properties, autos/antique cars, recreational vehicles, watercraft – yachts/boats, fine arts, jewelry, aircraft, and personal umbrella. 

Sam Hoole and Diversified Insurance are not affiliated with or endorsed by Whittenburg Wealth Partners or LPL Financial.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. It may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. For information about specific insurance needs or situations, contact your insurance agent. 

Any company names noted herein are for illustrative purposes only and not a solicitation of their products or services.



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