Episode 57 - Optimizing Life Insurance for Wealth & Legacy with Vince Cardella
In our first episode of 2026, Nicole, interviews Vince Cardella, a seasoned financial advisor and co-founder and Principal at Promerita Group, about the vital role of life insurance in estate and business succession planning. They discuss the differences between term, whole life, and universal life insurance, the importance of disability coverage, and strategies for managing tax liabilities. Vince shares practical advice for business owners and families, emphasizing the benefits of proactive planning and trusted professional guidance. The conversation offers clear, relatable insights for Canadians looking to protect their families, preserve wealth, and plan for the future.
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Website - https://www.promerita.com/
LinkedIn - https://www.linkedin.com/in/vince-cardella-3500aa11/
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Website - https://heritagetrustcompany.ca/
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