Insurance is often a "dirty word" in the financial services industry. Here's why it shouldn't be.
WealthCo Group of Companies
Published at : 25 Oct 2021
Published at : 25 Oct 2021
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Insurance is often a "dirty word" in the financial services industry. But it doesn't have to be. Over the next couple of weeks we will be sharing our perspective on insurance and the importance of it being used properly in a client's financial plan.
Listen to the Innovative Accountant Podcast here:
Apple: https://podcasts.apple.com/ca/podcast/the-innovative-accountant-podcast-integrated-advisory/id1523587252
Spotify: https://open.spotify.com/show/7zGTwkxKeakRe1jGGRIWNa?si=-ZGGHd25TAKByFk3itx_cg
#cpacanada #accounting #wealthmanagement
Listen to the Innovative Accountant Podcast here:
Apple: https://podcasts.apple.com/ca/podcast/the-innovative-accountant-podcast-integrated-advisory/id1523587252
Spotify: https://open.spotify.com/show/7zGTwkxKeakRe1jGGRIWNa?si=-ZGGHd25TAKByFk3itx_cg
#cpacanada #accounting #wealthmanagement
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