Insurance Is Not Just Insurance–Episode 2 “Clear Roles & Boundaries for Insurance/Annuity is Needed”

I use commonly discussed tools as examples to demonstrate the roles insurances and annuities could play, while also clearly explaining their limitations and boundaries. Insurance is not simply insurance. Insurance cannot replace investing. Structure and decision-making matter more than products. Structure Planning helps you to clearly understand which assets need stability at different life stages, which risks should not be left to the market, and which decisions are best made in advance.  #financialadvisor #financialplanning #investmentmanagement #wealthmanagement #insurance #annuities