We often talk to our clients about the four wealth activation pillars: Grow, Protect, Give, and Live. In this episode, we dive into the basics of the Protect pillar and the more modern, cutting-edge, and riskier elements we believe need to be considered. Joining the conversation today is Rod Finnegan, the owner of Vetinsure – an independent insurance agency working exclusively within the veterinary industry.
Rod has a finger on the pulse of the risk management side of veterinary practices and has helped a lot of veterinarians tighten up their protection. Listen in to hear some recommendations for finding the right insurance company to partner with and what to look for and prioritize when it comes to safeguarding your practice. If you’re looking into ways to button up your veterinary business and keep it safe from all the issues that could pop up, this episode might be for you.
Listen to the Full Episode:
What You’ll Learn In Today’s Episode:
- The intrinsic value of profit and how it can play into insurance.
- What Rod sees in a good insurance partner vs. a great agent who sells a good rate.
- Why specialty insurance can be a great benefit to your business.
- What to you may want to know about coverage after selling your practice.
Resources In Today’s Episode:
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Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.
