Preserving Wealth: Chapter Five, Protecting Your Family
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Chapter 5 of Preserving Wealth discusses the crucial topic of protecting your family through proper life insurance planning. During a lively weekend gathering, led by Uncle Wayne, they explore different types of life insurance, assess their coverage needs, and discuss the importance of […]
Protecting Your Family – Insurance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule is the amount of life insurance you need is linked to the amount of capital it would take to: What you have to remember is that you’re not really insuring […]
