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Lorrie Baldevia
Episode 8
360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia
Lorrie Baldevia, Agency Chief Operating Officer for AssuredPartners‘ Seattle office and Parcion founder Terry Cook discuss what business owners should consider – both from a business and a personal perspective – when doing strategic business planning.
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Overview
Join Terry Cook and Lorrie Baldevia, Agency Chief Operating Officer for AssuredPartners in their Seattle office, as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.
