Financial Planning with Insurance
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Financial Planning with Insurance
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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 division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.