How We Saved a Client $9,000 on Insurance ⎯ The Blueprint Finance Podcast #5
Description
Is your insurance policy actually working for you? In this episode of The Blueprint Finance Podcast, Rory and Dan break down a real-life case study where a strategic insurance review saved a client $9,000 in premiums—without sacrificing essential coverage.
Inside this episode:
✔️ The art of balancing protection and cost in insurance.
✔️ How reviewing policies every 5-6 years can prevent overpaying.
✔️ The three key areas of personal risk: medical, income, and life cover.
✔️ Why stepped vs. level premiums matter for long-term financial security.
✔️ How this client’s 18% insurance expense was reduced to just 4% of gross income.
Thinking about an insurance review? Your policy should evolve as your life and finances change.
Free Tools & Expert Insights
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✔️ Revolving Credit vs. Savings CalculatorWant better insurance and mortgages?
Book a free "strategy" session with our award-winning team at BlueprintFinance.co.nz
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