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Critical Illness Insurance with Mehul Gandhi

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Manage episode 322388217 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Yatin Chadha, MD, hosts Mehul Gandhi, CFP, CLU, TEP
Mehul is a financial planner, tax & estate practitioner, & licensed insurance advisor working out of the lower mainland in BC. He is the host of the Mind Your Biz Podcast, which covers topics for business owners & entrepreneurs.
Topics discussed:
- what is critical illness (CI) insurance, rationale (6:44)
- how much insurance is necessary? (9:50)
- is it necessary in Canada? (12:20)
- potential impact of CI on family (14:08)
- coverage of conditions (15:24)
- personal, corporate, vs shared policy ownership (17:25)
- return of premium (25:23)
- loss of independence (27:30)
- policies for children (29:20)
- must ask questions (33:25)
- retirement: mitigating sequence of returns risk (36:44)
- retirement: mitigating longevity risk (42:22)
You can listen to the "Mind Your Biz Podcast" by Mehul here: https://open.spotify.com/show/2MXapiWUSNcWUtYH76tYCI?si=3c0b6350982d43d9
Mehul's email: m.gandhi@westmountplanning.com
Feel free to reach out to me on LinkedIn or email to beyondmdpodcast@gmail.com

  continue reading

77 episodes

Artwork
iconShare
 
Manage episode 322388217 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Yatin Chadha, MD, hosts Mehul Gandhi, CFP, CLU, TEP
Mehul is a financial planner, tax & estate practitioner, & licensed insurance advisor working out of the lower mainland in BC. He is the host of the Mind Your Biz Podcast, which covers topics for business owners & entrepreneurs.
Topics discussed:
- what is critical illness (CI) insurance, rationale (6:44)
- how much insurance is necessary? (9:50)
- is it necessary in Canada? (12:20)
- potential impact of CI on family (14:08)
- coverage of conditions (15:24)
- personal, corporate, vs shared policy ownership (17:25)
- return of premium (25:23)
- loss of independence (27:30)
- policies for children (29:20)
- must ask questions (33:25)
- retirement: mitigating sequence of returns risk (36:44)
- retirement: mitigating longevity risk (42:22)
You can listen to the "Mind Your Biz Podcast" by Mehul here: https://open.spotify.com/show/2MXapiWUSNcWUtYH76tYCI?si=3c0b6350982d43d9
Mehul's email: m.gandhi@westmountplanning.com
Feel free to reach out to me on LinkedIn or email to beyondmdpodcast@gmail.com

  continue reading

77 episodes

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