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Investing using Insurance with Shara Carr and Todd Strauss

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Manage episode 407531541 series 3562981
Content provided by Pat Bolland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pat Bolland 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.

Insurance is a good idea in general. But did you know that you can also use it as an investment vehicle ... we're joined by Shara Carr, the Chief Operating Officer of SOS Financial Group and the Chief Operating Officer as well as Co-founder of Lionsshare Wealth Management .. and by Todd Strauss with Serenia Life. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com

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75 episodes

Artwork
iconShare
 
Manage episode 407531541 series 3562981
Content provided by Pat Bolland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pat Bolland 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.

Insurance is a good idea in general. But did you know that you can also use it as an investment vehicle ... we're joined by Shara Carr, the Chief Operating Officer of SOS Financial Group and the Chief Operating Officer as well as Co-founder of Lionsshare Wealth Management .. and by Todd Strauss with Serenia Life. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com

  continue reading

75 episodes

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