@tadtalksmoney: If you have no risk management in your financial plan, you run chance and increase the probability of your plan not panning out the way you hope. In traditional plans a typical portfolio will have a mix of equities (stocks) and fixed income instruments (bonds/GICs). Although these fixed income instruments usually provide more conservative returns, generally speaking a mix allows your portfolio to perform regardless of market conditons. Replacing the fixed income portion of your portfolio with a well structured life insurance policy, can provide, certain guarantees, stability in all market conditons, similar (if not better) returns and allow efficiencies and utility that bonds and GICs just can’t deliver. What do you think? 😁 Comment ➡️ Link in bio to schedule a zoom call with my team! #financialfreedom #generationalwealth #investcanada #B2i #infinitebanking #buildwealth #corporatelifeinsurance #lifeinsurance #oilfield #pipeline ***Disclaimer all videos are for educational/entertainment purposes only. Figures used are to demonstrate concepts, not financial advice***

Tadashi Robson
Tadashi Robson
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Friday 01 September 2023 22:07:07 GMT
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