On this episode, Jared chats with Dan Anders.
Dan is a Certified Financial Planner and a Trust and Estate Practitioner through STEP Canada.
After tragically losing his father in a fatal car accident at the age of 10, it is notable that Dan decided upon a career in the insurance and estate planning industry at the age of 25. He saw first-hand the struggles that inadequate planning can cause the family left behind.
Dan now goes above and beyond to tailor insurance solutions that match your unique needs and goals. He believes in the power of personalized service and building lasting relationships based on trust and exceeding your expectations.
Some of the topics discussed in the episode:
🎙️ How does mortgage insurance work in Canada, and what are the eligibility criteria?
🎙️ How is the cost of mortgage insurance in Canada calculated?
🎙️ Can mortgage insurance be transferred or ported to a new property?
🎙️ Why is it so important that my insurance policy be tailored to me & my family?
🎙️ Who should own the life insurance policy on your home?
If listeners want to touch base with Dan, you can find him through the following links:
Dan Anders
The Real Mortgage Insurance Genius
604-318-9161
http://www.therealmortgageinsurancegenius.ca/
#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #mortgage #insurance #investments #taxplanning #loans #cpa #accounting #tax #lifeinsurance #property #realestate #home
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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