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Why Life Insurance is an Important Part of High-Net-Worth Family’s Asset Allocation

Watch Bloom Investment Counsel Inc.’s Kevin Willis join Al G. Brown & Associates’s Elli Schochet for a discussion on why life insurance is an important part of high-net-worth families’ asset allocation and how to take advantage of this asset class to protect, preserve and build wealth.

Al G. Brown & Associates is an independent life insurance and financial-planning brokerage firm, located in Toronto that provides professional consulting services in the fields of financial, estate and retirement planning; life insurance; employee benefit plans; and charitable giving techniques. For 70 years (and counting), Al G. Brown & Associates have guided their clients, their clients’ families, and clients’ advisors through some of life’s most sensitive and important decisions.

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This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on this video should consult with his or her trusted legal advisor and/or financial partner.

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