Ep # 67: What Should I Do With My Old Products?

In our financial planning process, we assess any products you may own, such as life insurance or annuities. Next, we provide education on the implications of being contracted to that product. Our goal is to review if there are better options available to you, ultimately to decide if you should be doing something different.  If you are unable to move away from the product, we discuss ways in which it may fit into your financial plan to help align your financial life in a way that helps you reach your broader financial goals. Tune in to listen to Ben and Adam go through all the details of what to do with your old products! Tracking # T003652Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.