Life, Loss & Legacy

Jordan Vaka

PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path. read less
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Episodes

8. The Ins and Outs of Life Insurance with Stephen Price
Jun 24 2024
8. The Ins and Outs of Life Insurance with Stephen Price
It's not at all pleasant, but the topic of life insurance was always going to be something I had to cover in this podcast series.  Not only because it's complicated, abstract and important - but also because responsible people have life insurance in place. And when they pass away, the people they leave behind need to untangle what it all means.  Which is why I've asked Stephen Price, of Integer Financial, to come on and take us through the ins and outs of life insurance. Stephen's an insurance specialist with deep expertise in these critically important policies.  We discuss: The different parties involved in claiming on your loved one's life insurance.The surprising reason people are reluctant to claim under the 'terminal illness benefit'. Why holding insurance through super can add extra complexity to the process. The building blocks that go into constructing a comprehensive insurance benefit.  Finally, we chat about how Stephen's personal experience of the difference life insurance can have on a young family has inspired his emphatic approach to this key part of a person's financial life.    If you'd like to speak with Stephen, you can reach him via www.integerfp.com.au. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll ) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.