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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!
By Vishal Gill, CFP & Tyson Nagasaka, MFA-PWelcome 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!