Insurance can cover much more than our homes, cars, and lives. Some types of coverage are designed for situations we may not think about every day, from an unexpected problem while traveling to damage that may fall outside a standard homeowners policy.

Join us for a practical conversation with Guy Leman, CFP®, as we look beyond the basics and explore some of the lesser-known ways insurance may fit into your broader financial picture.

What We’ll Talk About

Guy will begin with a helpful question to consider when evaluating any type of insurance: If something happened, could you comfortably handle the financial loss yourself?
From there, he’ll explain how insurance can help transfer certain financial risks and walk through real-life examples of specialized coverage, including:

• Travel and overseas medical coverage
• Identity theft and cyber-related risks
• Pet and special event insurance
• Flood and sewer backup coverage
• Personal umbrella policies
• Protection for phones, computers, and other devices
• Other coverage options that may not be included in standard policies

Our hope is this presentation will offer a practical way to think about risk, recognize potential limitations in existing policies, and ask more informed questions when reviewing your coverage.

There will also be time for questions and conversation.

Meet Guy Leman, CFP®

Guy brings a passion for comprehensive financial planning and helping families make informed decisions. Before joining Compass Financial Services, he worked in several industries throughout Iowa, including eight years with Nationwide Insurance, where he partnered with many of the state’s largest commercial agencies.

Today, Guy is one of Compass’ planning specialists and serves on the Investment Committee. He chose Compass because of his longtime family relationship with the firm and his desire to help other families benefit from thoughtful, comprehensive planning. 

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