Appropriate Leverage using Insurance - podcast episode cover

Appropriate Leverage using Insurance

Apr 27, 20221 hr 4 minSeason 4Ep. 18
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Episode description

Lifelong learner and insurance wholesaler Amanda joins Jason for a conversation about insurance leverage, lifelong learning, insurance transfers, and corporate insurance ownership.


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Supplementary Materials:

Chartered Life Underwriter (CLU®) Designation

STEP

Wealth Planning Strategies for Canadians, 2022 Edition

Tax Court ruling a cautionary tale for small biz owners

Tracking Shares with Jonah Mayles

The Capital Dividend Account

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