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The Power of Life Insurance in Holistic Financial Planning with Mickey Gambale
Manage episode 446900384 series 2503255
In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.
Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be a key tool for building generational wealth. He also delves into the shift toward living benefits, such as critical illness and income protection, and explains how these can enhance client relationships and long-term retention.
Join us to learn how life insurance can help protect and build wealth, offer long-term financial security, and position financial advisers as holistic planners.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisers looking to elevate their practice.
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Connect with Mickey:
https://www.linkedin.com/in/mickey-gambale-b578b53/
- Unlock New Value Streams Masterclass -
Register: https://www.propulsion.co.za/masterclass
- Attend PROpulsion Ascend -
Info: https://www.propulsion.co.za/propulsi...
Agenda; https://www.propulsion.co.za/propulsi...
Tickets: https://www.propulsion.co.za/propulsi...
- Take the Professional Practice 10.0 Scorecard --
122 episodios
Manage episode 446900384 series 2503255
In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover with investments.
Mickey discusses how life insurance serves as the bedrock of financial planning, why it’s essential for protecting wealth, and how it can be a key tool for building generational wealth. He also delves into the shift toward living benefits, such as critical illness and income protection, and explains how these can enhance client relationships and long-term retention.
Join us to learn how life insurance can help protect and build wealth, offer long-term financial security, and position financial advisers as holistic planners.
Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisers looking to elevate their practice.
Leave us a comment with your thoughts and questions.
-- Find our content valuable? Please subscribe to the YouTube channel --
Click the SUBSCRIBE button HERE
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Connect with Mickey:
https://www.linkedin.com/in/mickey-gambale-b578b53/
- Unlock New Value Streams Masterclass -
Register: https://www.propulsion.co.za/masterclass
- Attend PROpulsion Ascend -
Info: https://www.propulsion.co.za/propulsi...
Agenda; https://www.propulsion.co.za/propulsi...
Tickets: https://www.propulsion.co.za/propulsi...
- Take the Professional Practice 10.0 Scorecard --
122 episodios
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