Find Your Advisor

Insurance Fundamentals with Waller Insurance

Are you buckled up? If this is your first time visiting Fred’s Garage, make sure to check out the pilot episode — and get ready for Episode 2!

In this episode, Fred Lopez of Allen & Company has invited Jimmy Waller — from Waller Insurance — to the Garage.

Insurance is a huge topic, but Fred and Jimmy start off with some of the fundamentals. If you don’t think you’re 100% risk-free, make sure to give it a watch.

  • :37 – Learn about Waller Insurance, a full service independent insurance agency with locations in Lakeland and the Gulf Coast. They are specialists in personal and business insurance.
  • 1:02 – What percentage of clients have a truly comprehensive insurance plan — and why is a risk review so important?
  • 1:40 – Understanding the nature of “risk” itself, and how that affects your personal profile of assets
  • 2:00 – The 4 different directions you can go regarding risk… and the best direction to go
  • 2:43 – What’s next: the roadmap for insurance success, starting with home insurance
  • 3:20 – A preview of what’s next in Episode #3!

Make sure to follow Fred’s Garage for future updates and brand new videos. In our next episode, Fred and his guest discuss the fundamentals of estate planning — you won’t want to miss it.

Popular Posts