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Podcast: Understanding Insurance and its Importance

Alex-Bell
Alexander Bell
Wealth Advisor
[email protected]
(585) 419-0670 x50627
Norton-Suda
Norton Suda, CFP®, ChFC®, RICP®
Assistant Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x41964

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Alexander Bell, Wealth Advisor and Norton Suda, CFP®, ChFC®, RICP®, Assistant Vice President, Wealth Advisor.

Broadcasted on November 25, 2023

For questions, feel free to contact Alexander Bell at (585) 419-0670 x50627 or Norton Suda at (585) 419-0670 x41964.

Understanding Insurance and its Importance Audio Clip
Part 1: What is insurance and how could it fit into your financial plan?
 

Part 2: Term vs Permanent Insurance

 

Part 3: How they work and why they’re used

 
Part 4: Next steps to choose a policy that matches your needs
 

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.