Case Study: A Real Client’s Insurance Policy Exposed
Update: 2025-10-24
Description
In this episode, James and Brandon break down a real client’s insurance policy and reveal the good, the bad, and the ugly. They explain how this policy was sold as an “investment,” why that pitch is misleading, and what it actually means for the client’s long-term finances. You’ll learn how to spot common red flags, understand what makes good insurance versus bad insurance, and why insurance sold as an investment is rarely a win for the buyer.If you’ve ever wondered whether your policy is helping or hurting you, this episode of 15 Minutes of Finance gives you the inside look most agents won’t.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
