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Property & Casualty Insurance: Are You Really Protected?

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Manage episode 502928479 series 3641474
Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Insurance may not feel like the most exciting part of financial planning but ignoring it can be costly. In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable. Many people assume that paying premiums means they’re protected, but coverage gaps can put both your wealth and your family at serious risk. Could your current policy be leaving you exposed without you even realizing it? Now is the time to find out, before it’s too late.

Here’s what we discuss in this episode:

🏡 Why property & casualty insurance is often overlooked but critical

🔥 A real client story: a $3M uninsured home in wildfire territory

☂️ Why umbrella policies aren’t as “blanket” as you think

📝 Three action steps to review and close coverage gaps

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 502928479 series 3641474
Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Insurance may not feel like the most exciting part of financial planning but ignoring it can be costly. In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable. Many people assume that paying premiums means they’re protected, but coverage gaps can put both your wealth and your family at serious risk. Could your current policy be leaving you exposed without you even realizing it? Now is the time to find out, before it’s too late.

Here’s what we discuss in this episode:

🏡 Why property & casualty insurance is often overlooked but critical

🔥 A real client story: a $3M uninsured home in wildfire territory

☂️ Why umbrella policies aren’t as “blanket” as you think

📝 Three action steps to review and close coverage gaps

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

  continue reading

31 episodes

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