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Retire With Ryan


Sep 15, 2021

 

Are you and your family prepared for the worst-case scenario? Are your home and vehicles properly covered with your insurance plans? If you have any doubt in your mind - this is the episode for you! Join me as I welcome back Matt Dzubin for the third and final week as our returning guest. In our conversation, Matt and I explore the topic of Umbrella Insurance and so much more! 

Matt has over 20 years of experience in the insurance industry and currently works as a Sales Executive at Roland Dumont Agency in South Windsor, Connecticut. Pay close attention, Matt has some valuable insights that you don’t want to miss! 

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You will want to hear this episode if you are interested in...

  • Paying the right amount of insurance for home and auto [1:10]
  • Understanding and avoiding higher insurance rates [4:30]
  • Umbrella insurance [6:00] 
  • Closing thoughts [11:45]

Make it a habit 

Let’s face it, most people don’t enjoy having to go get the oil in their cars changed their annual trip to get their taxes done, or do many other important but mundane tasks. Responsible and wise individuals take these chores and make them habits. While you may never fully enjoy reviewing your insurance policy each year, the truth is, you should! Not only will it save you money, but it will keep you in the habit of paying attention to your finances. Make sure to tune in to this episode as Matt and I expand on this important topic and so much more! 

Umbrella insurance 

If you’ve stayed on top of your insurance policies as they’ve changed over the years - what more can you do? Is there a way to fill the gaps between your insurance policies for home and auto? According to Matt, the best option for many savvy men and women is to consider using Umbrella Insurance. 

Umbrella insurance is a type of personal liability insurance that can be crucial when you find yourself liable for a claim larger than your homeowner's insurance or auto insurance will cover. If you own a boat, umbrella insurance will also pick up where your watercraft's liability insurance leaves off. To learn more about protecting your hard-earned property, make sure to listen to this episode with Matt! 

Resources mentioned

  • Matt’s email: Mdzubin[at]dumontagency.com 
  • Matt’s phone: 860-933-0963

Connect With Morrissey Wealth Management 

www.MorrisseyWealthManagement.com/contact