Back in the 1900s, my dad would set up the dining room table "one night, once a year for David, the insurance guy." There were manila folders and legal pads, different pens- and one of the four-clicker-color-kinds. This insurance meeting was so serious that there were two different kinds of Stella D'oro treats and an Entenmann's coffee cake. We were also instructed to stay upstairs... which meant I had to listen from the top of the staircase.
What was once a very personal relationship, has shifted to a couple of clicks online- and the confusion of insurance decisions often cloud its primary purpose: providing the reassurance of safety.
Daniel Miller from Brightway Insurance joins me to break down the basics of why financial literacy means the kids should not be upstairs for this talk- rather part of the conversation. We talk about "auto insurance" as the gateway for many first time customers and the broader implications of why understanding coverage can safeguard your assets, and family, effectively while illustrating the peace of mind that comes from being well-informed about your choices.
https://www.brightway.com/agencies/fl/jacksonville-riverside
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