Introduction
If you’re a business owner and you want to secure your family’s future, you might be surprised by the steps you need to take. The bad news is building a successful business alone won’t cut it. Folks, get ready for a thought-provoking conversation with Carlton Crabbe – the CEO of Capital for Life, a leading financial services firm specialising in international life insurance and estate planning solutions for high-net-worth individuals and families. With over 25 years of experience advising affluent clients on complex financial matters across more than 200 countries, Carlton’s expertise in wealth management is second to none. Join us as he explains why business owners need to plan for the unexpected, the importance of key person insurance, and the financial goal that every family breadwinner should have. Let me tell you, if you’re serious about protecting your business and achieving financial security, Carlton’s wisdom is your lifeline. Grab a pen and paper – it’s time to dive in!
Listen to my previous conversation with Carlton where we covered Domicile, Inheritance Tax and Financial Planning: https://www.youtube.com/watch?v=sO2e20ES0CU
Show Notes
6:40 The reason people don’t trust financial advisors
10:42 Powerful questions that changed how Carlton approaches life
17:13 When things go wrong in a business partnership
25:43 What happens if your business partner dies?
31:51 Why people fail to secure key person insurance
34:25 The goal every family breadwinner should have
42:22 The different types of life insurance
54:30 Carlton’s free quiz for business owners to highlight weaknesses
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