007: What You Need to Know Before Buying Business Insurance with Tom Rogers episode artwork

EPISODE · Mar 2, 2022 · 23 MIN

007: What You Need to Know Before Buying Business Insurance with Tom Rogers

from Retirement Road Map · host Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®

For many business owners, insurance is all but guaranteed to be a massive part of their portfolio. Though it may seem simple at first, entrepreneurs rely on insurance products to safeguard their companies from risk, and the wrong coverage can create liabilities, hinder growth, and negatively impact one's retirement. Joining me to discuss these topics is Tom Rogers. Tom is the Chief Growth Officer at FBinsure–a full-service independent insurance agency serving personal, commercial, and benefits clients here in the Northeast. He's a 20-year insurance industry veteran, and he's uniquely focused on challenging the traditional insurance buying process in favor of a holistic advisory approach. In today's conversation, we talk to Tom about how business owners can ensure that they're protected while executing on powerful growth strategies. In this podcast interview, you'll learn: The biggest risks for business owners–and why a small problem can snowball into a seven-figure loss if it goes to litigation. New potential liabilities facing business owners that they may not be insured for under a conventional policy. The unique challenges of purchasing commercial insurance–and how to find the broker and coverage that's right for you. How business insurance fits into an entrepreneur's estate plan. Why you should always get a second opinion before committing to an insurance plan. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

Episode metadata supplied by the publisher feed · Published Mar 2, 2022

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007: What You Need to Know Before Buying Business Insurance with Tom Rogers

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