Video: The Insurance Needs of a High-Earning Young Professional - Stephanie's Story
Wallis, Founder of AboveBoard Financial, explains the types of insurance that Stephanie, a high-earning young professional, should (or should not) consider. Learn about disability insurance, term life insurance, permanent/whole life insurance, and long-term care insurance through the lens of Stephanie.
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Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.