Episode 22: The Financial Risks You Need to Protect with Mark Maurer

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Work Your Wealth
Work Your Wealth
Episode 22: The Financial Risks You Need to Protect with Mark Maurer
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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 finance from Emory University’s Goizueta Business School in Atlanta, Georgia, and his MBA from University of Florida’s Warrington College of Business. Mark is a member of the National Association of Insurance and Financial Advisors, and a popular speaker for financial organizations including The Alliance of Cambridge Advisors, NAPFA, Garrett Planning Network, LIMRA, LOMA, and Society of Actuaries. He is also a contributing insurance resource to industry publications including Business Week, Bloomberg.com, Forbes, NAPFA Advisor, AMA Physicians’ Guide to Financial Planning, NY Daily News, Jean Chatzky’s Talking Money, and Jane Bryant Quinn’s book, Making the Most of Your Money Now.

Here’s WHAT YOU’LL LEARN FROM THIS EPISODE:

  • The biggest misconception people have around insurance
  • The types of insurance you need for your situation
  • Why disability insurance is an important consideration for your family
  • The difference between term and whole life insurance and which is best for you
  • How to streamline the insurance application process for yourself
  • How policies will pay out and how much coverage you need
  • How disability insurance payments are taxed

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH MARK AND LET HIM KNOW YOU HEARD ABOUT HIM HERE!

ENJOY THE SHOW?

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Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.

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