I've spent a lot of time and energy trying to keep my work life and my personal life separate. There are times when the two merge and there's nothing you can do about it. Sometimes, I'm grateful for this type of crossing over.
At work, I'm beginning to study for the CFP - Certified Financial Planner designation. I've truly enjoyed the material, because it allows me to use my past experiences in my present work. It makes me feel like everything I've been through will be put to good use - to help someone else.
One of the areas I am studying is insurance. I'm sure someone reading this post just rolled their eyes! I don't blame you. It's not a glamourous topic. But, insurance has been a huge part of my personal life while taking care of my family, and my work life, since my background is in hospital and clinic finance and accounting. Insurance was always a necessary evil to navigate and to know.
My husband and I are in the adoption process and have been for some time. Right now, we are reviewing what kind and how much life insurance we need before we become parents. I'm very glad to enjoy tedious work, because my husband hates such. So, the insurance review tasks are mine at home. But I can share them at work!
Are you more like my husband and the thought of pulling out those old policies gives you an instant headache? Or maybe, like him, the world has stopped turning because college football season has priority over anything else.
I really can't blame you. It's not the most fun in the world. But, do you know that if you are a managed client at New Perspectives, you don't have to review your insurance alone? We do not sell any products, insurance or otherwise, but we always want to get as complete a picture of your finances as possible. Your insurance protects the wealth we are advising you on.
In the coming weeks, I will be blogging about some general insurance topics that we should all be aware of and knowledgeable about.
Do you know what insurance you are paying for? Do you really know what benefits you have? Do you have a conversational relationship with your agent, so that you can ask questions anytime? My job, thankfully, is not to sell these products - a saleswoman, I am not. My job is to help you become knowledgeable about the products and services you pay for with your hard-earned money. Will that policy be a help or a hindrance when you need it? If you haven't looked at the details in a while, chances are good in favor of the latter.
Join me as we take a deeper dive into the world of insurance. A world that our world may depend on one day. More information to come!