Jun 27, 2019
In episode 168 of Financially Simple, Justin compares types of Insurance Providers.
As a Business Owner it pays to have the best coverage for yourself and your business. Justin looks at Insurance, and compares Captive Agents with Brokers - which is better for your business needs.
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01:01 - How Business Owners Can Reduce Their Insurance Expenses
02:27 - Captive Agents vs. Independent Agents
10:31 - When to Use an Agent and When to Use a Broker
19:08 - Captive Agents
20:25 - Brokers
21:31 - Wrap Up
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Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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