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...
More episodes of Partnering with Great People Podcast
- Playing the Long Game: Trust, Tech & Wealth Advice
- Building A Great Business
- John Drake
- Insurance is Personal
- When a House Becomes a Home
- Langdon Equity Partners
Explore listener stats, chart rankings, contacts and more on the Partnering with Great People Podcast podcast page.