49 Lisa Keslar- Getting Support from your Agency

Listen to this episode

In this episode, KT and Lisa Keslar discuss:

  • Buying the insurance that makes sense for you and your family.
  • Types of questions people should be asking their agents.
  • Finding the best possible coverages.
  • What insurance you should have if you’re worried of being sued.

 

Key Takeaways:

  • Your agent should always be checking to make sure you are on the right plan.
  • Look at quote differences and decide if you’re willing to pay the difference for higher coverage.
  • Your agent should be more like your partner.
  • Every carrier is very different.

 

“People who want to have better coverage have less claims because they’re more cautious and therefore, are less risky and so their premiums are lower.” — Lisa Keslar

 

Connect with Lisa Keslar:

Twitter:  @keslarinsurance 

Website:  http://www.keslarinsurance.com

Email:  lisakeslar@keslarinsurance.com

LinkedIn: www.linkedin.com/in/lisakeslar

 

Click here to reach KT  

See KT’s interview on C-Suite Network’s Best Seller TV

Connect with KT Thomas: http://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money

 

 

Show Notes by Podcastologist: Jessie Taylor

 

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

 

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

Leave a Comment