Making Sense of Your Money Podcast

#23: Risk, Wealth & Insurance Strategies with Dan Wice


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Think insurance is just about protection? Think again. Dan Wice, an independent insurance advisor with 30+ years of experience, reveals how insurance can power long-term wealth, protect your estate, and create tax-efficient legacies. From term basics to advanced planning for high-net-worth individuals, this episode is your ultimate risk management playbook.


Ideal for: High-income professionals, estate planners, and anyone curious about making insurance work as part of a long-term financial strategy.


Featuring: Dan Pascone & Dan Wice


🧠 Demystify insurance. Build smarter wealth, listen now.
🔗 makingsenseofyourmoney.com


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Making Sense of Your Money PodcastBy Dan Pascone