In this episode of ‘Conversations on Wealth’, podcast host Sarah Widmeyer chats with Jason Middleton, Estate & Insurance Advisor about how an advisor can make sure clients are set up appropriately with insurance products as part of their overall wealth plan.
“With permanent insurance, as you’re building up equity or value, kind of like building up equity value in your home: it’s accessible, like a non-registered account you’d have at Richardson Wealth, it just happens to be housed inside the insurance policy. That’s what gives it its tax exempt nature.”