Protection series episode 2: How to apply for insurance

In the second of a series dedicated to protection, Marc Shoffman and Joshua Gerstler discuss the insurance application process.

The importance of being honest on your application.

Should you apply for insurance through an adviser or direct?

What documents do you need when applying for life insurance, income protection or critical illness?

 

About us

The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler.

Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society.

How to leave a review

Apple devices:

• Launch the Apple Podcast app on your smartphone
• Search for the In For A Penny Podcast
• Click on the artwork and tap the reviews tab to leave feedback
• Tap on the stars to leave a rating
• Click send
• You may need to sign in to iTunes to do this

Android devices:

• Download the Podbean app
• Search for the In For A Penny podcast
• Leave a review via the comments tab
• You can also comment directly on our Podbean profile on a desktop computer

@marcshoffman

@joshgerstler

@inforapennypod1