The Exchange by EW&L Private Wealth Drew Burden & Justin Walsh (MBS Life Insurance Webinar) – Why you should review your life insurance policies
MBS was founded in 2006 as a Life Insurance advisory practice supporting accounting firms, some of which had extended their offering to include wealth management. Maintaining a specialist focus on insurance, and recognising the value of expertise, MBS Insurance steadily grew over the next decade to proudly call more than 100 financial services firms their referring partners.
Today, MBS Insurance is one of the largest advice producers and portfolio managers of life insurance across Australia with offices across Sydney Melbourne, Perth & Brisbane.
We speak with both Drew Burden who is the founding partner of MBS Insurance with over 15 years experience in insurance markets and Justin Walsh who has nearly a decade in financial markets and more recently specialising in risk markets, Justin looks after their Queensland relationships. Life insurance is a critical part of the wealth planning pie, so it gives us great pleasure to announce that we have partnered with MBS to sit on our panel of life insurance advisory services and ensure that our clients have access to great quality advice, not only on their investments but on their insurance policies also.
Disclaimer: Emanuel Whybourne & Loehr may receive a financial benefit for any clients referred into MBS Insurance.
Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.