Insurance as a Tool for Wealth Protection and Investment
Hosted by the FinGen Society, this Bites & Insights session explores how insurance products available in The Bahamas can support wealth protection and long-term financial planning for young professionals.
Featuring:
• Shantel Saunders, Principal of Assurance Wealth & Advisory Services
• Wayne Miller, Sales Manager
• Moderated by FinGen member Jonelle Gardiner, Compliance Analyst
Beyond being a necessary expense, the right insurance products can protect income, preserve assets, and build lasting financial security. Together with industry professionals, we'll unpack life insurance, health insurance, annuities, and other planning tools — exploring real value, common misconceptions, and the financial gaps many young professionals overlook.
Whether you're starting your financial journey or strengthening your overall strategy, come ready for practical insights and open discussion.