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Ep 9 Understanding Insurance Planning
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In this episode of the Smart Wealth podcast, hosts Brett and Omari delve into the often overlooked yet critical world of insurance planning. As they take you on a journey through the intricacies of life insurance, disability insurance, and critical illness insurance, you'll discover the essential role insurance plays in safeguarding your financial future. Gain valuable insights into the types of insurance, when and why to consider them, and how they fit into your comprehensive financial plan. Don't miss this opportunity to learn how to protect yourself and your loved ones against life's uncertainties and secure a brighter financial future.
Episode Highlights:
- Types of insurance: life insurance, disability insurance, and critical illness insurance.
- How insurance serves as a financial safety net.
- Differentiating between short-term and long-term disability insurance.
- Tailoring insurance coverage to individual needs and life stages.
- The significance of consulting a financial advisor for personalized insurance strategies.
- Encouragement to shop around for the best insurance policies.
- Recognizing red flags in insurance policies and the importance of thorough research.
- The need to plan for the unexpected and adjust insurance coverage as life changes.
And so much more!
Stay Connected with Smart Wealth Podcast Hosts:
Brett Cranson: www.linkedin.com/in/brettcranson/
Omari Whyte: www.linkedin.com/in/omari-whyte/
LinkedIn Brett Cranson: linkedin.com/in/brettcranson
LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
brett.cranson@ipcsecurities.com
omari.whyte@familyfirstadvisors.ca
Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.
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