))
The Mayor of Money - Creative Tax Minimization Using Life Insurance
Manage episode 313390794 series 2990798
Content provided by Rick Goldring. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick Goldring 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.
In this episode Rick Goldring speaks with Mark Halpern, CEO of WEALTHinsurance.com Inc.
Mark discusses:
- Existing tax shelters in Canada
- Accidental philanthropy - utilizing life insurance for charitable giving
- Importance of estate planning
- And more...
Connect with Mark Halpern:
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Email: mark@wealthinsurance.com
Website: https://wealthinsurance.com/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
42 episodes
Share
