Money Matters With Dino

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Syndication

Insurance is not something that many people like to talk about or understand.  There are so many options that it becomes overwhelming to even consider what's right your you and your family, but it must be done.  In this episode Mike Leon from Trilogy Financial Services teaches a course on our show we call Life Insurance 101.  Here are just a few of the things we talked about:

  • Accelerated Benefit Ryders
  • Term Insurance
  • Permanent, Whole & Universal Life Insurance
  • Long Term Care vs. ABR 1,2 & 3
Direct download: MMWD_Kevin_Leon_Life_Ins_101_Final_mixdown.mp3
Category:general -- posted at: 8:24am PDT

In today's crazy market what types of moves should you make to secure your retirement?  Nothing is guaranteed, but having a professional advisor to help predict all the possibilities that might happen in every market correction in the future.  .

In this episode, Kevin Leon the Regional VP of Trilogy Financial Services goes into details about today's ups and downs in the stock market.  Dino and Kevin discuss topics like:

  • Structuring for college and restructuring as it gets close
  • Equity and Income for retirement
  • Gov't, municipal and corporate bonds
  • Managing clients emotions during an unstable market
  • Interest rates and their affect on the economy
Direct download: MMWD_Kevin_Leon_Todays_Ups__Downs_Final_mixdown.mp3
Category:general -- posted at: 8:41am PDT

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