What are the key items to consider when reviewing your insurance needs?

insurance needs

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® As we clattered around in the kitchen, we sum­marized the major points from our discussion about insurance: 1. Many people underestimate the amount of insurance they need and/or buy the wrong kind.  For short-term needs (less than twenty years), buy term […]