Using Life Insurance To Create Generational Wealth w/ Victor Levee – Episode 36

In episode 36 of the Freemium Podcast, Curtis Killen hosts Victor Levee, the President and Founder of Levee Future Planning. Victor and Curtis discuss the potential of life insurance, transforming it from a mere policy to a vehicle for generational wealth. They also touch on the nuances between critical illness and disability claims, and give insider tips on navigating the insurance world, from marketing ROI to Quebec's bilingual advantage. #LifeInsurance #GenerationalWealth #InsuranceHacks

Check out Victor Levee & Levee Future Planning

Website - https://www.levee.ca/

LinkedIn - https://www.linkedin.com/company/levee-future-planning/

Check out Mark Yaramian & Moast:

Website - https://www.moast.io/

LinkedIn - https://www.linkedin.com/company/moasthq/

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Need home, car, or business insurance? Visit https://kbdinsurance.com/

Timestamps:

Introduction - 0:00

Victor's Marketing Strategy & Insights on Claims - 9:00

Evolving Landscape of Group Insurance - 16:10

Strategic Insights for Employers - 26:18

Current Trends & Challenges in Group Insurance - 37:35

Employee Perspectives & Advice - 49:45

Historical Perspective & Future Planning - 1:09:20

Language & Cultural Insights - 1:23:15

Outro - 1:27:30