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Mar 3, 2023

Do you or your clients ever feel overwhelmed by the different types of life insurance policies out there? With so many options to choose from, it can be difficult to know where to start. This episode's guest gave me the best description of the basics of life insurance and how to choose the most appropriate policy I'd ever heard.

Our guest is insurance expert Preston Sartelle, Founding Principal of RockBridge Group, LLC. Preston shares the various problems clients typically come in with and common mistakes and misconceptions people make when purchasing insurance.

Life insurance policies have risks and costs that need to be hedged against the potential payouts and goals. Preston explains how to quantify and recognize the different types of policies using a seesaw metaphor and four overarching metrics.

We'll also dive into the purpose of life insurance, how to hedge those risks, and the pros and cons of different insurance investment strategies.

Whether you're a seasoned insurance purchaser or a newcomer to the space, this episode will provide a unique way of explaining life insurance and tips to help make informed decisions when it comes to choosing a policy. 

Find Preston online at or via email at


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