#248: What You Need to Know About Insurance with Jamie Fleischner

BS Free MD with Drs. May and Tim Hindmarsh

More on the guest!

Jamie Fleischner is a renowned expert in the insurance industry, with a career spanning over three decades. She embarked on her journey in the insurance world in 1993 while still a college student, driven by a personal experience that underscored the vital importance of disability and life insurance. Jamie's deep understanding of the complexities of insurance, combined with her genuine passion for helping others, led her to establish Set for Life Insurance in 1999.

Under her leadership, Set for Life Insurance has grown into a leading provider, specializing in individual life, disability, and long-term care insurance. Jamie is dedicated to offering personalized, client-focused services, ensuring her clients find the best products to meet their needs at the most competitive rates. With a plethora of accolades to her name, Jamie is celebrated for her commitment to excellence and her ability to demystify the often complex world of insurance.

Jamie's approach is characterized by her belief in honest, transparent communication and her desire to make the process of selecting insurance engaging and accessible. She has positioned herself as a trusted advisor, educating her clients on the importance of insurance as a cornerstone of comprehensive financial planning. Whether addressing audiences on podcasts or working one-on-one with clients, Jamie's expertise and enthusiasm for her work shine through, making her a respected voice in the field of insurance.

Find Jamie and her team at: https://setforlifeinsurance.com

Looking for something specific? Here you go!

[00:09:00] Jamie discusses the intricacies of term life insurance and its benefits.

[00:10:00] Conversation shifts to the financial logic behind insuring early in one’s career.

[00:11:00] The concept of laddering life insurance policies and Jamie’s perspective on it.

[00:12:00] Discussion on the importance of own-occupation in disability insurance.

[00:13:00] Jamie emphasizes the impact of hobbies and avocations on insurance rates and policies.

[00:14:00] Exploring the challenges and solutions in getting insurance later in life.

[00:15:00] The transition to talking about disability insurance, its significance, and the right time to get it.

[00:16:00] How to adjust disability insurance coverage as one’s career evolves.

[00:17:00] Jamie explains the process of updating or changing disability insurance based on life changes.

[00:18:00] The conversation concludes with insights into long-term care insurance, including when to consider it and its importance for protecting assets.

Our Advice!

Everything in this podcast is for educational purposes only. It does not constitute the practice of medicine and we are not providing medical advice. No Physician-patient relationship is formed and anything discussed in this podcast does not represent the views of our employers.

The Fine Print!

All opinions expressed by the hosts or guests in this episode are solely their opinion and are not to be used as specific medical advice. The hosts, May and Tim Hindmarsh MD, BS Free MD LLC, or any affiliates thereof are not under any obligation to update or correct any information provided in this episode. The guest's statements and opinions are subject to change without notice.

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