by Jake Weatherford | Mar 15, 2024 | Financial Planning Basics, Investment Planning, Jake's Take, Laws & Regulations, Risk Management & Insurance Planning, The Point
Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.
by Jake Weatherford | Apr 13, 2023 | Financial Planning Basics, Jake's Take, Life Insurance, Risk Management & Insurance Planning, The Point
If you’ve ever wondered how much life insurance you need, look no further! Castlepoint Wealth Advisor Partner & Advisor Jake Weatherford, CFP®, kicks off a new Jake’s Take series about the basics of financial planning with a video that explains four basic rules that will help you determine how much life insurance you might neet.
