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Estate planning | Financial planning | Practical planning

Ask the Expert Podcast: Insurance Review with Adam Clough from Bridge Life LLC

CONTRIBUTORS:  Glen Goland, JD, CFP®
05/18/2023


Given the significant movements in the interest rate environment over the past year or so, it’s important to review your insurance policies to make sure they are still meeting your needs. Adam Clough, CFP®, CLU, TEP, is Director of Insurance Planning at Bridge Life LLC, a life insurance specialty firm, and a long-time friend of the firm who has helped many clients review their insurance policies. In this Ask the Expert podcast, he joins Senior Wealth Strategist Glen Goland, JD, CFP® to talk about reviewing your insurance policies – what you should look for and what options you might consider.

In this brief podcast, Glen and Adam discuss why higher interest rates should prompt a review of your insurance coverage, and what that may mean for policy buyers. Adam offers some insight into the landscape and tips for making the most of your insurance planning process.

Listen to the podcast above, or on YouTube here and Soundcloud here.