Real estate is a powerful wealth-building tool—but are you protecting what you’ve built?
In this episode of The Real Deal Pod, Allister & Geoff sit down with Joe Tablan, Principal at Clearpoint Wealth Management, to reveal how life insurance can safeguard your real estate investments, minimize taxes, and unlock hidden financial opportunities.
What You’ll Learn:
✔️ How life insurance protects real estate assets from market risk & taxation 🏡💰
✔️ The key differences between whole life & universal life insurance (and which is right for you) 📊
✔️ Strategies for tax-free growth, liquidity & estate planning 🚀
✔️ The biggest investor mistakes with life insurance—and how to avoid them ⚠️
This episode is packed with insights for real estate investors, homeowners & financial planners. Don’t miss it!
🎧 Listen now:
🍏 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-deal-pod-allister-carrington-geoff-lees-pro/id1735837412
🎵 Spotify: https://open.spotify.com/show/5pE0dyVkEI1nSohmsKPx25?si=f8a1feefa64542f6&nd=1&dlsi=5ba76cfbe0ba462e
📺 YouTube: https://www.youtube.com/playlist?list=PLGTySnzO9WqdzCcpIQkaOcCR5j2N8vp8a
➡️ Today’s Guest:
🔹 Joe Tablan
Principal | Advanced Case Consultant | Corporate Insurance & Wealth Planning
Clearpoint Wealth Management
💡 Have real estate or mortgage questions? We’ve got answers!
🏡 Allister Carrington | Realtor, Fraser Valley Real Estate
🌐 www.AllisterCarrington.com | 📧 allister@allistercarrington.com | 📞 1.778.990.8703
🏦 Geoff Lee | Mortgage Broker, GLM Mortgage Group
🌐 www.GLMmortgage.com | 📧 geoff@GLMmortgage.com | 📞 1.604.259.1486
🔗 Tag a friend who needs this info! Share, download & subscribe!
#RealEstateInvesting #FinancialFreedom #WealthBuilding #LifeInsuranceForInvestors #TaxEfficientWealth #EstatePlanning #TheRealDealPod #PassiveIncome
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