Episode 3 - Importance of Life Insurance
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Episode 3 - Importance of Life Insurance
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Zach discusses common uses of life insurance and how it factors into financial planning. You might be surprised at how life insurance products can vary and protect their families. Young families require life insurance as part of their financial plan. Avoid your family requiring a GoFundMe campaign to make ends meet. Alternatively, use life insurance as a tool to maximize tax efficiency and generational wealth transfer.
Thanks for listening! Reach out to us at getcomfortablewm@gmail.com or zach@gilbertwealth.ca. Let us know what questions you have pertaining to financial planning and we will address them in future episodes!
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Disclaimer: The opinions expressed in this podcast are those of Zach Moffat, a registrant of Aligned Capital Partners Incorporated, and may not necessarily be those of ACPI. This podcast is for informational purposes only and is not intended to be personalized investment advice. Content is prepared for general circulation and the information contained does not constitute an offer or solicitation to buy or sell any investment funds security or other product service or strategy.