Financial Advisor – Page 2

Understanding Health Insurance (Ep.11)

By The BamCam | December 19, 2023

How well do you know your health insurance? Do you understand the different options available and how to choose the right one for you?

In this episode, Jack Burnette and Alison Castellano dive into the world of health insurance and break down important terms like deductibles, co-payments, and co-insurance. They also explain the distinctions between HMO and PPO plans.

Learn along with Jack and Alison as they discuss:

The importance of reviewing and understanding health insurance options
HMO and PPO plans, and their differences
Why additional coverage is important, specifically with Medicare
And more

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

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The Interconnection of Life and Financial Well-being (Ep. 8)

By The-BamCam | November 14, 2023

Your life is intrinsically connected to your financial well-being, from protecting you and your loved ones through insurance to aiding your beneficiaries follow your wishes even after death.

In this episode, Jack Burnette and Alison Castellano explore the connection between life and financial well-being. They explore the different types of insurance coverage, the importance of preparedness through estate planning, and how each aspect of planning connects back to your personal well-being.

Jack and Alison discuss:

The importance of having enough health coverage through different insurance options
Different types of life insurance and how each fits within the different stages of life
The importance of communication and building estate plans with your loved ones
And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

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Is This Advisor Right For You? (Ep. 2)

By The-BamCam | September 7, 2023

Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs?

In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client.

Jack and Alison discuss:

How the difference in generations impact their financial strategies and needs
Why accountability is important for the younger generation of clientele
The importance of consistent communication with advisors when life throws a curveball
How the Iter Financial Wellness subscription model works
How advisor-client contact changed with the later generations
And more

Connect with Jack Burnette:

LinkedIn: Jack Burnette
Email: Jack Burnette
RFG Advisory
LinkedIn: RFG Advisory
Phone Number: 205-613-4994
Office Number: 205-510-9072

Connect with Alison Castellano:

LinkedIn: Alison Castellano
Phone Number: (205) 504-9868

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