Latest / The Life Planning 101 Podcast

Are You Being Stuffed into an Insurance Box?
We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.
The skinny
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