Demystifying Permanent Life Insurance

Join our free webinar Demystifying Permanent Life Insurance on Wednesday, October 4 at 12:00pm EST

Join PWL Capital’s Jaclyn Cecereu and Jordan Tarasoff for a webinar explaining permanent life insurance. They will walk through the key details of these policies in plain language.

Date and Time:
Wednesday, October 4 from
Noon – 1:00 p.m. EST

Save Your Spot in our Free Webinar:
Demystifying Permanent Life Insurance

Here’s what we will cover:

  • The different types of permanent insurance and their unique features
  • An analysis of the potential returns on permanent policies after tax
  • Common reasons people buy permanent insurance and whether it’s the best solution
  • The pros and cons of policy attributes like cash values, dividends, and premium payment structures
  • Behavioral biases that may lead some investors to favour permanent insurance
  • The conflicts of interest that can arise when insurance is sold as an investment

Whether you’re considering permanent insurance or want to better understand policies you already own, this webinar aims to demystify these complex products. Jaclyn and Jordan will explain permanent insurance in straightforward terms to help you make informed decisions.

We look forward to seeing you there!

Hosts for the Event

Jaclyn Cecereu

Jaclyn Cecereu
Financial Planner,
Investment Advisor

Jaclyn’s role is focused on providing fiduciary and evidence-based advice to her clients, as well as behavioural coaching in financial decision-making. She brings logic, transparency and reason to her clients’ financial lives, with an ultimate focus on happiness and wellbeing. Jaclyn is a Certified Financial Planner (CFP).

Jordan Tarasoff

Jordan Tarasoff
Financial Planner,
Associate Portfolio Manager

Prior to joining the Passmore team Jordan was an advisor and manager at a large Canadian wealth management firm. Dissatisfied with the focus on active management and the conflict of interest arising from advice being tied to product, he transitioned to PWL in 2020 to provide clients fiduciary and evidence-based advice