insurance broker, proper planning group, billy gwaltney

Some people think it’s better to skip a broker and go straight to an insurance company to avoid paying an extra fee.

Which is an excellent idea if you want to save money by doing the work yourself.

But unfortunately, it is more complicated than you think. And often, it’s more expensive to go straight to the insurance companies because you won’t get the best rates (and you wind up paying for the broker fee anyway).

Join me in this episode as I share whether skipping a broker is a good idea or not. And how to get the best disability coverage, and save yourself from coverage issues that cause frustration and hurt your wallet.

Tune in now!

Show Highlights Include:

Can you go straight to an insurance company to avoid paying an extra fee for the broker? Here’s why it could cost you more… (1:17)

How to choose the right broker (Warning: not knowing this could cost you thousands of dollars) (2:33)

Why buying disability coverage from a large firm is the worst financial decision you can make that’ll cost you thousands in the long term (5:18)

The 3 traits your disability coverage broker absolutely needs to have (This will save you from headaches & unnecessary work in the long run) (7:18)


If you enjoyed and valued this content, you might also want to check out Why the Broker Matters. This episode is available on this site’s podcast channel (Click HERE) or on Spotify or Apple Podcasts.

Billy  Gwaltney

Billy Gwaltney

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