Insurance + Trusts: The Smart Way to Plan Succession

In this episode, Kate Weiss, Managing Director of Asiaciti Trust New Zealand Limited, sits down with Gregor Mansfield, CEO of FinLife, to explore how different types of insurance—such as whole of life and term policies—can be powerful tools for achieving succession goals and safeguarding legacies. Drawing on Gregor’s four decades of expertise in insurance, property investment, mortgages, and business succession, the speakers outline the practical applications of insurance in both personal and business contexts: from providing for loved ones and covering mortgages, to ensuring seamless business transitions and protecting family assets. They also highlight how integrating insurance with trust structures can enhance asset protection, support estate planning, and help avoid common pitfalls in wealth management.