May 06, 2025
In this episode, Amy Arnett, VP of Insurance Solutions at DPL Financial Partners, talks with Angel Melgoza, Director of Financial Planning at Your Financial Pharmacist. Angel advocates financial literacy and believes anyone can achieve financial success with the right plan and guidance, no matter their stage of life. He takes the complexities of a financial plan and converts them into simple and intentional solutions.
Amy and Angel discuss asset and income protection. They cover the importance of disability income insurance in financial planning, the ideal client for such coverage, the rule of thumb on disability income insurance, and how to address potential gaps in group disability insurance.
Links
Connect with our hosts