ARE THERE WAYS TO PROTECT THE WEALTH I AM BUILDING? This week I sat down with property & casualty insurance professional, Parker Cox. Parker is head of sales and marketing for KM Insurance Services, an independent insurance agency that has been serving San Diego for nearly 40 years. He’s passionate about insurance, not because of…
HOW CAN INSURANCE HELP ME? This week I sat down with the President & CEO of Low Load Insurance Services, Mark Maurer. Mark joined Low Load Insurance Services (LLIS) in 2003, assumed the role of president in 2008, and CEO in January, 2013. He earned his CFP® designation in 2006, his bachelor’s degree in business and…
I’M IN THE MARKET FOR A NEW JOB. WHAT DO I CONSIDER BEFORE SAYING “YES” TO AN OFFER? DO I REALLY NEED LIFE INSURANCE? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll…
