Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric McCoskey from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth.
Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power of teamwork in constructing a robust wealth plan that maximizes insurance coverage. Through personal anecdotes, we reveal how strategic coverage can prevent the pitfalls of underinsurance, turning unexpected claims into opportunities for financial savings. Learn how asking the right questions to your insurance agents can shift your focus from price to protection.
Equip yourself with the tools to master the insurance review process and optimize your coverage. By examining declaration pages and understanding potential exposures, you’ll gain the confidence to engage in meaningful discussions with your insurance provider. Overcome the challenges posed by resistant agents and appreciate the process as an essential, cost-free opportunity to enhance your financial security. This episode is your guide to integrating insurance into your wealth management strategy, providing you with peace of mind and a path to financial freedom.
Learn more about our guests:
Darron Miller takes a fresh approach to insurance planning when working with his clients. Instead of focusing solely on minimizing premiums, he works on the bigger picture of maximized insurance. When you nickel and dime on the front end of insurance, it can cause issues later on when you need good coverage. Darron has seen poor insurance coverage affect many people, but he has also seen how comprehensive protection can save a person and their family untold amounts of financial stress.
Owner, Foundations Insurance
139 North Hunters Grove Lane, Suite #307
Lehi, Utah 84043
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Eric Michalski is a Partner and Wealth Advisor based in Atlanta, Georgia, who has been with Carson Wealth Atlanta since 2011. With a B.S. in Finance from Arizona State University and a CERTIFIED FINANCIAL PLANNER® designation from UGA’s Terry College of Business, he has been in the financial services industry since 1999. His career spans roles in trading and relationship management at firms like TD Ameritrade and Nationwide, helping clients achieve their investment and financial goals. Originally from Chicago, Eric enjoys traveling, staying active, watching movies, and tackling home improvement projects.
Partner, Wealth Advisor
Carson Wealth Atlanta
211 Perimeter Center Parkway Suite 1025
Atlanta, GA 30346
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
