Today we are hanging out with Dennis LaVoy.
Dennis is CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and a Chartered Life Underwriter (CLU®) and founder of Telos Financial, a holistic financial planning firm.
Dennis has worked in the financial planning industry since 2008 and is passionate about helping others achieve their goals.
He lives in Michigan with his wife and two kids
Timeline:
- 00:45 - Intro
- 01:35 - Dennis' Journey to Becoming a Certified Financial Professional
- 03:55 - What is Life Insurance?
- 04:49 - Types of Life Insurance
- 08:10 - How Much Coverage Do You Need?
- 12:14 - The Convertible Feature
- 15:35 - Life Insurance Health Ratings
- 16:58 - Who Needs Life Insurance?
- 22:33 - Does Everyone Need Life Insurance?
- 23:19 - The Life Insurance Physical
- 24:56 - Choosing a Term
- 27:19 - Getting the Best Rates
- 33:22 - Deciding Which Company
- 34:30 - Should Spouses Get Identical Plans?
- 35:44 - Features/Riders to Look Out For
- 36:45 - Finding Someone to Help You Buy Life Insurance
- 39:54 - Contacting Dennis
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