Show notes
*Excuse the outdated mic used in this episode, we're improving every day!*
Chase Kalish, Associate Advisor at Creative Planning Financial Group, joins our host, Ocean Enbar, to shed light on life insurance and transform it from a mere insurance policy to an investment vehicle. Tune in as we demystify permanent/whole life insurance and explore how it can be leveraged by the insured during their lifetime, all in 10 minutes.
Reminder: nothing shared in this episode should be regarded as legal or financial advice; consult a professional for your own unique situation.
Have more questions for Chase? Find his contact details by visiting www.chasekalish.ca

