Digging In

Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.

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Digging In

Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In - Rooted Wealth Advisors

August 14, 2025 • Rooted Wealth Advisors • Season 3 • Episode 22

In this episode of Digging In, host John Savarino is joined by Jake Lehnerr, VP of Life Insurance at Advisors Excel, for a deep dive into one of the most misunderstood areas of financial planning: life insurance.

Together, they break down:
🛡️ The different types of life insurance—and what they’re really for
🔍 Common misconceptions and mistakes to avoid
✅ How to know what kind of coverage is right for your goals

Whether you think life insurance is just for the old, the rich, or the overly cautious—this episode might just change your perspective.

📞 Want help navigating your life insurance options? Call (866) 766-8332 for a complimentary conversation with a fiduciary advisor.

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