For 25 years as a financial advisor and instructor, I have been asking thousands of people about their financial situations. After dealing competently with their investment portfolios, the moment we get around to questions about their insurance portfolios (or lack of them), I usually encounter blank stares and sometimes, even hostility. I totally understand! Upon examination of various insurance programs, I have found insurance portfolios well-designed by professionals and I have found nightmares that are costing people thousands of dollars in premiums – money that belongs in the hands of the people who earn it!
The fact that you are reading these reports indicates that you have an open mind and are open to new ideas. Although I am exposing the 10 most common and expensive insurance planning mistakes here, I will also attempt to present ways to avoid them.
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