Portfolio Talks

Protecting Your Wealth with Smart Insurance Planning


Listen Later

Welcome back to Portfolio Talks! In this episode, Vishal, Tyson, and Mike discuss essential insurance strategies that safeguard your financial future.

🔹 What You’ll Learn:

✅ The 3 must-have insurances: life, chronic illness, and disability

✅ Why early insurance planning saves you money in the long run

✅ The importance of critical illness insurance for children

✅ Why bank insurance may not be your best option


📢 Key Takeaways:

✔️ Insurance is the foundation of financial security—plan early

✔️ If you're self-employed, protect your income now

✔️ A second opinion on your coverage is always a smart move


💡 Like this episode?👍 Like | 🔔 Subscribe | 📩 Share


🎙 Need an insurance review? Contact us at PortfolioPlanning.ca!

...more
View all episodesView all episodes
Download on the App Store

Portfolio TalksBy Vishal Gill, Michael Lloyd and Tyson Nagasaka