Jul 16, 2019
Life insurance is such a crucial piece of a financial plan for your life, but it’s not always something that people understand or prioritize. What type of policy do you need? Do you have adequate coverage? Should your spouse have life insurance? In today’s Money Checkup, Mark Maurer gives us some helpful pieces of advice to answer these questions, and others, as we chat about why life insurance is an important component of one’s financial life. We go through term life policies versus permanent policies, how much insurance you should have and even talk about how much is too much insurance. Tune in to learn what type of policy and how much coverage is right for you.
Mark is the President and CEO of LLIS, a comprehensive insurance practice that works with advisors and their clients to find the right solution. As the son of insurance experts, Keith and Judith Maurer, Mark grew up in the insurance industry and has an impressive combination of education and mentoring. He constantly monitors the insurance and financial services industries and, under his leadership, LLIS continues to expand its portfolio of products and services. Mark’s dedication, along with his unique industry perspective, education, and experience, allow him to build upon the LLIS traditions of cutting-edge information and customer service that fee-only financial advisors and their clients have relied upon since 1992.
Mark earned his CFP® designation in 2006, his bachelor’s degree in
business and finance from Emory University’s Goizueta Business
School in Atlanta, Georgia, and his MBA from University of
Florida’s Warrington College of Business. Earlier in his career, he
managed market operations for an energy trading company and
financial operations for an international shipping company.
What We Will Cover
A Financial Goal in the Works
One Piece of Financial Advice
Getting Connected With Mark
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