Monthly Archives: September 2019

Episode 18 – Property and Liability Insurance — With Guest Bob Mansfield



No one likes to spend a lot of time thinking about bad things that might happen. However, in the economic reality in which we live, it is critical and prudent to be prepared. 

In this episode, Peter Raskin sits down with guest Bob Mansfield, an expert in property and liability insurance at HUB International, to hear his insights on how to protect property and financial assets. 

In this episode, you will learn:

  • Why having a higher deductible may save you money in the long run
  • Why Bob believes that an umbrella policy is a peace-of-mind insurance for families
  • How claims may (or may not) impact the cost of your insurance
  • What makes HUB International different from other brokers
  • And more!

Tune in to this episode of the Wealth is in the Details Podcast with Peter Raskin and guest Bob Mansfield to learn about property and liability insurance!

Resources:  Raskin Planning Group | HUB International | Bob Mansfield

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Peter Raskin is a registered representative of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors. 

 

 


Episode 17 – Discussing Health Care and Medicare Concerns in Retirement — With Camille Barron



How will you handle the transition from using your employer’s health insurance plan to individual insurance once you retire? This is a shift that many people find overwhelming.

This episode is all about giving you the support and answers you need to prepare for that transition. Peter Raskin is joined by health care insurance specialist Camille Barron to discuss your options and clear up your concerns about health care insurance and Medicare. 

In this episode, you will learn:

  • Why Raskin Planning Group brings in specialized consultants to assist clients with health care insurance options
  • Details about Medicare and options for supplemental coverage
  • Health care insurance options for retirees under 65 years old
  • Primary versus secondary insurance
  • And more!

Tune in to learn about choosing Medicare and health care insurance for your retirement!

Resources:  Raskin Planning Group | Healthassist: (978) 526-0012 | The Law, Your Money…and You!

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Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.