7 min
What Happens to My Policy if My Agent is Not Involved? (Orphaned Policyholders) Cover Your Assets Podcast with Billy Gwaltney
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- Investing
Are you prepared for the unexpected in the world of insurance? What happens to your policy if your agent quits or is no longer in the picture?
In this episode of Cover Your Assets, Billy explains the concept of orphaned policyholders in the insurance world and the challenges they face without an assigned agent. He also underscores the importance of having a knowledgeable broker to guide you through policy provisions and assist in claims. Listeners will gain valuable insight into the potential pitfalls of being an orphaned policyholder and how to address the situation proactively.
Episode Highlights:
The role of a broker in securing and maintaining a disability insurance policy. (00:51)
The potential drawbacks of dealing directly with insurance companies as an orphaned policyholder. (2:55)
Seeking assistance in finding a new agent to take over your policy. (4:20)
The impact of having a specialized broker with established relationships in the insurance industry. (4:59)
The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You’ve spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you’ve dreamed of! Don’t let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.
For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.
If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
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Send in a voice message: https://podcasters.spotify.com/pod/show/billy-gwaltney/message
Are you prepared for the unexpected in the world of insurance? What happens to your policy if your agent quits or is no longer in the picture?
In this episode of Cover Your Assets, Billy explains the concept of orphaned policyholders in the insurance world and the challenges they face without an assigned agent. He also underscores the importance of having a knowledgeable broker to guide you through policy provisions and assist in claims. Listeners will gain valuable insight into the potential pitfalls of being an orphaned policyholder and how to address the situation proactively.
Episode Highlights:
The role of a broker in securing and maintaining a disability insurance policy. (00:51)
The potential drawbacks of dealing directly with insurance companies as an orphaned policyholder. (2:55)
Seeking assistance in finding a new agent to take over your policy. (4:20)
The impact of having a specialized broker with established relationships in the insurance industry. (4:59)
The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You’ve spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you’ve dreamed of! Don’t let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.
For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.
If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/billy-gwaltney/message
7 min