The Keys To Your Legacy with Elijah Keyes, Episode 3
In this episode of The Keys To Your Legacy, Elijah Keyes interviews Natalie Oh, an insurance advisor and Principal of Taran Insurance Advisory, who has been helping clients protect what matters most for over 27 years. Natalie specializes in tax-efficient wealth transfer strategies for high-net-worth individuals and collaborates closely with clients' advisors to ensure comprehensive asset protection.
Tune in to the episode to hear about:
* Types of Insurance Covered: Natalie discusses life insurance, disability insurance, and long-term care insurance as essential types for asset and income protection.
* Client Needs for Income Replacement: She highlights the critical need for income replacement insurance, especially in expensive areas like Northern California, where households often rely on dual incomes.
* Insurance Broker vs. Agent: Natalie distinguishes between insurance brokers and agents, highlighting that as a broker, she accesses multiple insurance carriers to find tailored policies for clients.
* Background in Finance and Insurance: With a background in finance and extensive experience in the insurance industry, Natalie brings a deep understanding of financial planning and risk management to her clients.
Learn more about Natalie Oh:
* Connect with Natalie Oh on LinkedIn: http://linkedin.com/in/natalie-oh-taran-ins
* Visit Taran Insurance Advisory’s website: http://www.taraninsurance.com
* Email: natalie@taraninsurance.com
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About The Keys To Your Legacy with Elijah Keyes:
In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.
Don’t miss an episode of Keys To Your Legacy:
* Website: http://keyeslawgroup.com/
* YouTube: https://www.youtube.com/@keystoyourlegacy
Connect and learn more from your host, Elijah Keyes:
* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes/
* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy
* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2
* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc/
* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup/
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