In this episode Rick Goldring speaks with Mark Halpern, CEO of WEALTHinsurance.com Inc.
Mark discusses:
- Existing tax shelters in Canada
- Accidental philanthropy - utilizing life insurance for charitable giving
- Importance of estate planning
- And more...
Connect with Mark Halpern:
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Email: mark@wealthinsurance.com
Website: https://wealthinsurance.com/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
