Financial Planning with Insurance

About this episode

The episode discusses the role of life insurance in financial planning, addressing misconceptions and providing real-world examples.

Insurance can be viewed in many ways. Mike Ankers is joined by Reg Jackson and Stacey Smith from Fairway Wealth Management at National Bank Financial. Together they discuss using life insurance as part of a financial plan, covering everything from misconceptions to real-world examples of how it’s been used with their clients. For those with a curiosity about how financial planning and insurance intersect, this episode is for you. National Bank Financial - Wealth Management (NBFWM) is a divisi...

People in this episode

Host: Mike Ankers

Guests: Reg Jackson, Stacey Smith

Topics covered

• financial planning
• insurance
• life insurance
• misconceptions
• real-world examples

Keywords

• financial plan
• insurance intersection
• client examples

Mentioned in this episode

Products: life insurance

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