Episode 80: Insuring Your Generational Wealth with Jeff Romansky

Show Notes

Here's What You'll Learn in our Interview with Jeff Romansky:

Individual life insurance vs mortgage life insurance
How to avoid major tax liabilities with insurance
How to properly pass along your wealth to the next generation
If mortgage life insurance is useful for you or not
And much, much more!

Jeff company Secure Plan takes a disciplined and consultative approach to ensure that they understand your situation while helping you recognize how insurance can fit into your overall financial plan. This allows them to give you personalized advice that is based strictly on your own needs and wants. This approach allows you to make an educated decision on the insurance plan that you feel is most important to you and your family. Many of Jeff's clients are business owners and investors with large portfolios looking to pass along their wealth to the next generation. Jeff can help you set up your insurance needs to make sure your wealth is secure and you limit your tax liability in the future. Learn more about Jeff's company at SecurePlan.ca or call him direct at 289-455-1492

Show Notes

Here's What You'll Learn in our Interview with Jeff Romansky:

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