Life Insurance Mistakes That Cost Millions
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Life Insurance Mistakes That Cost Millions
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About this listen
Most business owners do… until someone retires, leaves, or passes away, and then the whole succession plan wobbles. In this episode, host Stacey Chillemi sits down with Frank Campbell, a California-licensed Life & Disability Analyst, to break down the silent risks hiding in business and life insurance plans.
You’ll learn:
- How one overlooked policy detail can derail decades of work
- Why buy-sell agreements fail when they’re not actually funded
- Frank’s Stratus Policy Assessment for finding gaps before they become crises
- Simple self-review steps you can do THIS WEEK to protect your business and your family
📲 Connect with Frank Campbell & Stratus Financial Partners
Website: https://stratusfp.com/
Instagram: https://www.instagram.com/frankcampbellclu/
LinkedIn: https://www.linkedin.com/in/frank-m-campbell-clu-98b91040/
📖 Download Frank's Ebook "How To DO a Proper Policy Review" on Amazon.
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