『Policy and Portfolio』のカバーアート

Policy and Portfolio

Policy and Portfolio

著者： Mark Brunelle
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 Because your money should work as hard as you do. Get clear, practical insights on life insurance, and financial planning for Canadians. Brought to you by Brunelle Financial Planning Group, each episode simplifies complex topics—from tax updates to protecting your family—so you can make confident, informed decisions.Mark Brunelle
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  • Annuities Explained: How to Guarantee Income for Life

    Annuities Explained: How to Guarantee Income for Life
    2025/05/30

    In this episode, we breaks\ down annuities in plain language—what they are, how they work, and when they make sense in your retirement plan. Whether you're approaching retirement or advising someone who is, you'll learn how annuities can create guaranteed income for life, the differences between annuity types, and what to watch out for. If you're looking for peace of mind in retirement, this is the episode for you.
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    7 分
  • Secure Their Future Today: Why Juvenile Insurance Matters

    Secure Their Future Today: Why Juvenile Insurance Matters
    2025/04/29

    Thinking about your child’s financial future? Juvenile insurance is a powerful way to lock in lifelong protection and build financial security from an early age. In this short discussion, I explain how starting young gives your child lasting advantages — from guaranteed insurability to long-term cash value growth. A simple step today can make a big difference tomorrow. Give it a listen!
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    12 分

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