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: [email protected]

Feel free to reach out to me on LinkedIn or email to [email protected]