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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 151: Evaluating Life Insurance Coverage
Description: 'Tis the season for open enrollment - From health and life insurance to HSA's, it is a good time to evaluate what your current coverage plan is - to see if it is in need of tweaking. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about what you need to consider when selecting these plans.Â
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With...