PODCAST > 360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
EPISODE 8
360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
Lorrie Baldevia, Agency Chief Operating Officer, and Terry Cook discuss what business owners should consider with strategic business planning.
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OVERVIEW
Join Terry Cook and Lorrie Baldevia, Agency Chief Operating Officer for AssuredPartners in their Seattle office, as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.
RESOURCES FROM THIS EPISODE
More resources at www.parcionpw.com and www.assuredpartners.com.
EPISODE CREDITS
Produced by Parcion and Firmani