Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews

“Inspect what you expect. If you’re a business owner or you’re a manager and you have employees, if you expect them to do something or perform in a certain way, you’ve got to observe it. It’s the same thing for your financial future whether it’s your 401(k) or your life insurance policy, if you’re not periodically looking at it, the chances of you not getting what you expect go up so, inspect what you expect.” - Barry Flagg

In this episode of GET READY!, I spoke with Barry Flagg, the Founder of Veralytic about the importance of reviewing insurance policies. We also discussed what people should look for when reviewing their insurance policies along with how Veralytic reports are an important tool for managing an in-force life insurance policy.

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Connect with Barry Flagg:

Website (Veralytic): (here)

LinkedIn: (here)

Facebook: (here)

Twitter: Barry Flagg (here), Veralytic (here)

 

Barry Flagg

Barry D. Flagg is the inventor and founder of Veralytic, the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Barry is a recognized expert in applying Prudent Investor principles to life insurance product selection and portfolio management and serves as sub-advisor to thousands of life insurance trusts. 

 

 


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About The GET READY! with Tony Steuer Podcast:

On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education. 

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