Financial Wellness & Disaster Savings Accounts

In this episode the co-founders of FIIC, Bob Mittel and Scott Stathis, talk with members about the benefits of adopting a financial wellness posture while working with clients to protect their assets.

In addition, Kevin McKechnie from partner institution The American Bankers Association, discusses the evolution of Disaster Savings Accounts and the value of using these tax advantaged vehicles as a means of asset protection.