How to WIN Against 30,000 Competitors | Mark Halpern of WEALTHinsurance.com

Entrepreneurs focus on how to create wealth but most DON'T think about the day after exit. How do they use their wealth, plan for the future, protect their legacy, and invest in their community. Mark Halpern, the Founder of WEALTHinsurance.com, became the most famous insurance broker in Canada by focusing on answering these questions for Canada's most successful business leaders.

In this episode, we dive into Mark's journey from aspiring journalist, middling insurance broker at a large agency, to one of Canada's top life insurance providers (and its most famous). Today, his clients include successful business owners, professionals and ultra wealthy families. Mark helps them preserve their wealth and pay less tax using "strategic philanthropy" by converting taxes to charitable gifts.

For example, he shares a great story how he helped his client book a $1 million donation to a hospital immediately by ONLY paying a few thousand every year for life insurance. This was a win for his client's business because his peers, customers and colleagues saw him as incredibly charitable (which he is). Surprised something like this is possible. So was I!

Mark shares insight into how he found his niche that enabled him to stand out in a crowd of 30,000 insurance brokers who nominally offer similar services. And, after finding his niche, how he bucked traditional sales and marketing tactics to become the most well known life insurance broker in Canada. And even more important, he discusses how to live a well balance, meaningful life, without compromising his financial and business ambitions.

Mark's opinions and insights are frequently published on TV, radio, podcasts and written media. His expertise as a keynote speaker is sought after for conferences and conventions, earning him at least $10,000 per engagement, all of which are donated to charity. His insights, advice, and perspective is valuable for any aspiring entrepreneur and successful entrepreneur. You don't want to miss this episode!

Connect with Mark & learn more about his services:

Mark is a thought leader in Canada’s Life Insurance, Estate Planning and Philanthropy communities. He has mentored dozens of insurance advisors and developed a one-of-a-kind mentoring/coaching program.

Website 

LinkedIn 

Coaching & Mentoring Program 

“The New Philanthropy” Mark’s Ted Talk 

Mark’s Sizzle Reel that explains what he does 

DISCLAIMER: This is not paid promotion. I've known Mark for over 15 years and consider him a mentor. I think he is one of the most successful entrepreneurs in the "boring" business category in Canada and believe my audience can benefit tremendously from listening to his perspectives and considering using his services.