Episode 51

Insurance For the Right Reasons: An Interview With Jacky Petit-Homme

In Episode 51, Patrick interviews longtime friend and industry colleague Jacky Petit-Homme, founder of Liberty One Wealth Advisors and Liberty One Private Risk, an insurance agency. Jacky and Patrick discuss risk management and the use of insurance products through the lens of financial planning, along with the pitfalls clients fall into when they don’t fully understand the nuances of these products.
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