Today I am so pleased to be speaking with the wonderful Diane Rusk. Diane is a Life & Health Insurance Expert and has been working in the finance and insurance industry for almost two decades. Her company, First Financial Services, specializes in retirement and estate planning. Diane has knowledge, compassion, and expertise in dealing with personal and business insurance needs. In her opinion, it’s imperative, we all understand and purchase life & health insurance for “Those we love,”… that’s why she does what she does.

In our conversation, Diane speaks about why “guarantees and results” are so important in the insurance industry. We learn a lot about what annuities are and how they can work for you as a part of your investment portfolio. And we spend some time discussing the different types of life insurance and how you might design a policy depending on who you might be wanting to support after you are gone.

Quotes 

• “We tend to put things off that we don’t think are immediate needs, but we don’t know when our lives will change.” – Diane
• “After two decades in this business, I see the need for everyone to have something in their portfolio with a guarantee.” -Diane
• “[If you are an entrepreneur,] you can create a personal pension plan that is guaranteed for you for the rest of your life.” -Diane
• “When we have expenses that are fixed expenses, we need to make sure we have that covered, and that’s what an annuity can do.” – Diane
• “When you know your child is going to have needs that outlive you, your estate planning is no longer about the end of your life, it is about the end of your child’s life.” – Jen
• “Long-term care insurance hasn’t been given the accolades it should get.” – Diane

Connect with Diane at dianerusk.com. She will be launching her first online program in January!

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Diane is a Life & Health Insurance Expert and has been working in the finance and insurance industry for almost two decades. Her company, First Financial Services, specializes in retirement and estate planning. Diane has knowledge, compassion, and expertise in dealing with personal and business insurance needs. In her opinion, it’s imperative, we all understand and purchase life & health insurance for “Those we love,”… that’s why she does what she does.