Elevate Your Wealth

Wealth Safeguarding: Life Insurance, Disability Cover, and Beyond

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Episode notes

🎙️Episode Title: Wealth Safeguarding: Life Insurance, Disability Cover, and Beyond

Are you prepared for unexpected financial challenges?

What you’ll learn:

💼 Protect your assets and income with essential insurance coverage.

🏡 Manage and grow your wealth through strategic asset allocation.

📈 Safeguard your earning potential with income protection strategies.

🧳 Plan for efficient wealth transfer and tax management.

🛡 Ensure business continuity with key persons and buy-sell insurance.

Timestamps:

00:13 - Wealth Protection and Management Overview

02:20 - Types of Personal Protection Covers

05:51 - Trauma and Income Protection Insurance

09:59 - Real-Life Example: Mr. Thompson's Case

14:35 - Wealth Management: Asset Allocation and Location

21:58 - Estate Planning and Retirement Planning

26:09 - Example: Sarah Jones' Wealth Management

29:53 - Summary and Analogy

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

🎧 Don’t forget to like, subscribe, and share this episode for more wealth-building insights! 🙌✨

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