It's a tale as old as time. Four male investment managers try to tell a woman that a product she's interested in doesn't exist. How does she know they're wrong? She literally traded them when she worked at Goldman Sachs. That's just one moment that inspired Wallis Tsai to start her own company, AboveBoard Financial, built on the idea that you deserve straight answers about your insurance.
We get into red flags to watch for when choosing an agent, the real difference between term and permanent life insurance, why your workplace coverage probably isn't the deal you think it is, and what to do if you're in your 40s or 50s and haven't tackled this yet.
Don't want to take notes? We did it for you. Grab the cheat sheet that covers all three episodes.
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