In this episode of 'Portfolio Talks,' Vishal Gill , Mike Llyod and Tyson Nagasaka discuss various business wins, the importance of critical illness and disability insurance, and the nuances of reverse mortgages.

The conversation highlights personal experiences about the summer slowdown in business, challenges of client communication regarding financial planning, and recommendations for effective financial strategies.

They emphasize the importance of understanding insurance products, their benefits, and long-term planning, as well as the value of having multiple experts for comprehensive financial guidance.

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