Insurance in Wealth Management

CFA Level III: Wealth Management and Institutional Investing · 4:03

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Lyrics

[Verse 1]
When building wealth for years ahead
Three pillars keep your future fed
Life insurance shields your family's dreams
Property coverage protects your schemes
And annuities provide the steady stream

[Chorus]
Life protects, property defends, annuities extend
Insurance is the foundation where your wealth plans blend
Cover risks, build your nest, plan for what's ahead
Three types working hand in hand to keep your future fed

[Verse 2]
Life insurance comes in different forms
Term is cheap but temporary storms
Whole life builds cash value inside
Universal lets you adjust the ride
Choose the coverage that fits your guide

[Chorus]
Life protects, property defends, annuities extend
Insurance is the foundation where your wealth plans blend
Cover risks, build your nest, plan for what's ahead
Three types working hand in hand to keep your future fed

[Verse 3]
Property and casualty shield your things
Home and auto, liability brings
Peace of mind when accidents occur
Umbrella policies make protection sure
Don't let losses make your wealth defer

[Bridge]
Annuities turn lump sums into payments
Tax deferred growth for your arrangements
Fixed or variable, immediate or delayed
Income for life when retirement's made

[Chorus]
Life protects, property defends, annuities extend
Insurance is the foundation where your wealth plans blend
Cover risks, build your nest, plan for what's ahead
Three types working hand in hand to keep your future fed

[Outro]
Estate planning needs these tools
Insurance follows wealth planning rules
Protect and grow, then pass it on
Your legacy will carry on

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