How We Saved a Client $9,000 on Insurance ⎯ The Blueprint Finance Podcast #5

Is your insurance policy actually working for you? In this episode of The Blueprint Finance Podcast, Rory and Dan break down a real-life case study where a strategic insurance review saved a client $9,000 in premiums—without sacrificing essential coverage.Inside this episode:✔️ The art of balancing protection and cost in insurance.✔️ How reviewing policies every 5-6 years can prevent overpaying.✔️ The three key areas of personal risk: medical, income, and life cover.✔️ Why stepped vs. level premiums matter for long-term financial security.✔️ How this client’s 18% insurance expense was reduced to just 4% of gross income.Thinking about an insurance review? Your policy should evolve as your life and finances change.Free Tools & Expert Insights✔️ Mortgage Rate Comparison Tool✔️ Property Investment Comparison Calculator✔️ Revolving Credit vs. Savings CalculatorWant better insurance and mortgages?Book a free "strategy" session with our award-winning team at BlueprintFinance.co.nz