Mark Halpern, certified financial planner and president of illnessPROTECTION.com, finds time to give back to the community by running half-marathons, designing planned giving programs for charities and teaching advisors how to incorporate charitable giving. He spoke with Megan Harman, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Mark Halpern, certified financial planner and president of illnessPROTECTION.com, explains the importance of discussing long-term care insurance with your clients, and who will most benefit from this type of product. He spoke with Megan Harman, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Mark Halpern, president and founder of illnessPROTECTION.com Inc. explains how to help clients plan financially for children with an illness or disability. He spoke with Investment Executive reporter Fiona Collie at the TMX Broadcast Centre in Toronto.