Is your insurance policy actually working for you? In this episode of The Blueprint Finance Podcast, Rory and Dan break down a real-life case study where a strategic insurance review saved a client $9,000 in premiums—without sacrificing essential coverage.

Inside this episode:

✔️ The art of balancing protection and cost in insurance.

✔️ How reviewing policies every 5-6 years can prevent overpaying.

✔️ The three key areas of personal risk: medical, income, and life cover.

✔️ Why stepped vs. level premiums matter for long-term financial security.

✔️ How this client’s 18% insurance expense was reduced to just 4% of gross income.

Thinking about an insurance review? Your policy should evolve as your life and finances change.

Free Tools & Expert Insights

✔️ Mortgage Rate Comparison Tool

✔️ Property Investment Comparison Calculator

✔️ Revolving Credit vs. Savings CalculatorWant better insurance and mortgages?

Book a free "strategy" session with our award-winning team at BlueprintFinance.co.nz