Would The Godfather, Don Draper, or Pam Beasley Qualify For Life Insurance?
Ever wonder how an insurance company would look at some of your favorite movie and television series characters? We might be nerds (who are we kidding...we're huge nerds), but that's exactly the question we wanted to ask Haven Life's Brittney Burgett, who gives us some really enlightening answers. Not only do we find out information about how insurance companies view cartels, money laundering, and 1950's office spaces (all funny and not shocking), we also talk frankly about contestable periods, health ratings, professional considerations, and more. If you've ever wondered how insurance companies think about you, this is a fun way to start.
In our headline segment, it turns out that millennials are changing the world, and because of that, maybe your portfolio as well. We'll discuss one list from Kiplinger about 9 things millennials are changing (whether we like it or not). Here's one example: buying a starter home? That's not happening now like it has for past generations. Plus, during our second headline, one poll from the National Association of Plan Advisors suggests that target date fund recommendations are staying steady on the advisor side...but audiences are still often confused about the difference in how many funds operate. We'll cover why target date funds continue to be a staple for many advisors AND discuss the rippling effects of millennial choices in the market during today's headline segment.
Then, after we take a break for Doug's combined movie and video game trivia, we'll throw out the Haven Life line to "Go Blue," who's wondering if he should move his account around to save on expense ratios.
And during our letters segment we'll say hello to attorney Leslie Tayne. Leslie has some fantastic knowledge on student loans, and she'll be helping the basement answer two letters today about distrust with the income based repayment plan and student loan forgiveness plan.