The latest Relax Teams video featuring Christopher Nichols speaks about protection focused financial planning at the July 8th 2020 Team Central Jersey weekly Huddle.
Chris covers the following topics:
- Financial planning philosophy
- Asking the right questions
- Protection & Insurance products
- Life insurance in detail
- Disability Insurance information
- Long-term care insurance
Christopher wants to share what is the best philosophy and protection focused financial planning approach that is working great. In this video, you’re going to see all the important details about life insurance, disability insurance, and long term care insurance.
When talking with clients it’s important to explain why having the right financial planning philosophy is the first step. This is the first question that you need to ask: “What is the purpose of the insurance you’re seeking?”
Also, you’re going to see in detail everything about life insurance: types, main purposes, cost, coverage duration, and different strategies with life insurance.
To quote Christopher:
- “The change in life is inevitable.”
- “When you’re talking with clients asking the right questions is the first step.”
- “You must listen to your client’s needs and purpose carefully.”
See more in the video above.
Christopher Nichols joined Stone Hill Financial in 2020. He’s helping small businesses and households who are interested in financial planning.
Chris Nichols earned his Bachelor of Arts degree in Communications from the University of Massachusetts (Amherst), and his MBA in Finance from LaSalle University. [stonehillfinancial.net]
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