In this episode of *The Real Deal Pod*, Allister and Geoff sit down with **Joe Tablan**, founder of **Clearpoint Wealth Management**, to break down the **power of financial planning and life insurance strategies** for homeowners, business owners, and real estate investors.
Joe shares his journey from the hospitality industry to founding Clearpoint Wealth in 2017, where he helps clients across **BC, Alberta, and Ontario** protect, grow, and optimize their wealth. The conversation dives into:
✔️ **Term vs. Whole Life Insurance** – What’s the difference, and which one makes sense for you?
✔️ **How Whole Life Insurance Can Benefit Business Owners** – Tax advantages, cash flow strategies, and estate planning.
✔️ **Using Insurance as a Financial Tool** – How policies can serve as a **forced savings plan, provide liquidity, and even fund investments.**
✔️ **Why Real Estate Investors Should Pay Attention** – The role of insurance in long-term wealth building and risk management.
They also discuss **common misconceptions** around insurance, how to **leverage whole life policies for tax benefits**, and why financial planning isn’t one-size-fits-all.
**Next steps?** Joe encourages listeners to connect with a financial expert to evaluate their current strategy. Interested in learning more? Reach out to **Joe Tablan at [email protected] or (604) 377-1915** to see how these strategies could work for you!
**Tune in now for expert insights and practical takeaways!**
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