Tired of the Life Insurance Pitch? Here’s What You Actually Need to Know.
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Tired of the Life Insurance Pitch? Here’s What You Actually Need to Know.
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As a successful business owner, you’ve probably been pitched life insurance more times than you can count. Corporate-owned life insurance, overfunded policies, tax-free retirement income... the buzzwords never end. But is all this really in your best interest?
In this episode, we cut through the noise. Jason shares a candid perspective on the right and wrong ways life insurance is being sold to business owners today. He explains why insurance can be a powerful tool - when used correctly - and why the pitch often benefits the advisor more than the client.
If you’ve ever felt unsure whether your current advisor is selling or truly planning, this episode is for you.
Take our free 20-question self-assessment to see whether you're receiving financial advice or a true financial plan. This can be downloaded for free by visiting: Three60wealth.ca/planning
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