Monthly Archives: June 2021

FEATURE

4. Talk Life Insurance or Get a Root Canal?…Give me a mask and turn on the gas!

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , , , ,

For many people, life insurance is a topic of conversation that they try to avoid. They would rather do just about anything than sit down and talk about the various plans that are out there and set one up.

In this episode, Scott Leonardi dives into the riveting conversation of life insurance and why you want to consider setting up a plan to protect you and your family. Scott shares some personal experiences to help you better understand what setting up the right plan for you can do!

Scott discusses:

  • The four types of life insurance policies
  • The importance of understanding how the policies are funded
  • Life insurance plans when it comes to your children
  • A concept to help you understand your life insurance statement
  • And more

Resources:

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE

Episode 3 – Taking a Holistic Approach to Financial Planning

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

Every aspect of your financial planning needs to fit together, which is why we see value in providing a holistic approach to working with clients. 

In this episode, Scott Leonardi helps you understand the truly unique approach Complete Solutions Inc. takes to helping you with your financial planning by walking you through the three step process of holistic financial planning. 

You will learn: 

  • How Complete Solutions Inc.’s planning process is unique from many other advisors  
  • The importance of uncovering the true goals of a client 
  • The process of designing a plan that is unique to each client  
  • Why communication is so important in the deploy phase of planning 
  • And more!

Tune in now to discover why taking a holistic approach has helped Complete Solutions Inc. better understand the needs of their clients, and how it could help you too! 

Resources: Scott Leonardi | Complete Solutions Inc.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More