In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Management solutions in Life, Long-Term Care, and Disability insurance.
Tune into the episode for insights from Dan Wice:
* The importance of life insurance in your financial planning strategy and how it will evolve throughout your life
* Wealth transfer strategies — what's working and what isn't
* The difference between Permanent Insurance and Term Insurance
* The importance of Long-term Care and how it may change throughout your life
Connect with and learn more from Dan Wice:
* Connect on LinkedIn: https://www.linkedin.com/in/dan-wice-8800354
* Visit Dan's business website: https://www.americanbusiness.com/
* Email: dwice@americanbusiness.com
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/
* Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
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