Are You Being Stuffed into an Insurance Box?
The Life Planning 101 Podcast

Are You Being Stuffed into an Insurance Box?

2024-05-15

We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.

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