Discover the secrets of wealth protection and estate planning in our latest discussion. Learn how to minimize taxes and secure your financial legacy for future generations.

In this insightful episode, we explore essential strategies for wealth protection and estate planning. Learn how to effectively minimize taxes and safeguard your financial future. Our expert guest, Adam Bus, sheds light on the benefits of insurance strategies and investment planning for robust wealth protection. Discover the advantages of permanent life insurance in estate planning and how it aids in tax minimization. We also discuss the impact of non-registered accounts and insurance policies on your estate planning efforts, offering practical advice for maximizing wealth protection.

0:00 - Intro
0:22 - The Importance & Process of Wealth Protection
4:46 - Understanding the Insurance vs Investment Duo
11:04 - Outro

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Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience.

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