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Episode #7 - How One Small Oversight Can Ruin a Financial Plan

Often overlooked, property and casualty insurance plays a key role in one's financial plan. David is joined by Lisa Losito from Tompkins Insurance to discuss the key points as it relates to protecting your assets. 

Topics covered:

  • Umbrella insurance
  • Uninsured motorist coverage
  • Importance of the claims experience
  • ...and much more!

Whether your kid is jumping on a trampoline or you are in a car accident, it is essential to make sure you and your assets are protected. 

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