Ep. 51 Interview Series – 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 RIA Liberty One Wealth Advisors, and its sister company Liberty One Private Risk, an insurance agency. Jacky and Patrick discuss the topic of risk management, and the use of insurance products through the lens of financial planning, along with many of the pitfalls clients fall into when they fail to understand the nuances that accompany many of these products.

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