Insurance Must Knows For Real Estate Investors With Paul Lue-Pann

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In this episode, Paul Lue-Pann from Co-operators discusses comprehensive insurance solutions for real estate investors, from property coverage to wealth protection, while sharing insights on building a service-oriented business approach.

Key Timestamps:
[0:00] Professional Background
- Journey from Sun Life to Co-operators
- Team building philosophy
- Service-focused approach

[4:30] Insurance Solutions
- Multi-property coverage options
- No property limit restrictions
- Bundling advantages

[8:45] Liability Protection
- Standard $2M property coverage
- $5M umbrella policy options
- Portfolio protection strategies

[12:30] Life Insurance vs Mortgage Insurance
- Coverage comparison
- Benefits maintenance
- Estate planning considerations

[16:45] Commercial Insurance
- Property type coverage
- Risk assessment process
- Renewal considerations

[21:15] Investment Services
- Portfolio diversification
- Wealth transfer strategies
- Corporate structuring options

[25:30] Client Service Model
- Team specialization
- Response time priorities
- Customized solutions

Key Strategy Points:
1. Insurance Coverage
- Multi-property solutions
- Liability protection options
- Commercial property considerations

2. Protection Planning
- Life insurance strategies
- Business continuity options
- Tax-efficient structures

3. Investment Management
- Wealth transfer planning
- Corporate investment options
- Tax mitigation strategies

Contact Information:
Cell: 519-980-0708

Important Tips:
- Consider umbrella liability coverage
- Compare mortgage vs life insurance options
- Review commercial property requirements
- Evaluate tax-efficient investment structures

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