Corporate Insurance

Myth vs Fact

You work hard to educate your kids about financial responsibility. Preparing for the future with life insurance is a lesson in goal-setting, budgeting and discipline.

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I’ve got you every step of the way!

With life insurance, protecting the future of your loved ones is possible. Share this if you agree!

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Simplifying insurance coverage

At times, it can feel like Life Insurance Companies have overcomplicated the products they provide by using fancy names and acronyms. This has left many Canadians feeling confused. Fundamentally, there are only three plan types to choose from when purchasing life insurance. You can rent, lease or own the insurance. Below is an explanation of…

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It’s a gift that your loved ones will never forget!

Add to your family/business payroll The day you leave, insurance will come in to cover Use the interacvtive calculator to calculate the amount of coverage and cost specific to you. Receive a detailed report with multiple comparisons. Get started now

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Retirement Income Enhancer – Insured Annuity

 If you are like most Canadians, you may be looking for: Guaranteed supplemental retirement income Ways to guarantee you don’t lose any of your hard-earned money A guaranteed income certificate (GIC) will work perfectly. The problem is that GIC revenue is interest income and is taxed at your marginal tax rate. In today’s low interest…

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Have you ever heard of an Immediate Financing Arrangement?

Do any of the below resonate with you? I hold traditional investments inside my holding/operating company I am looking to diversify my holdings towards an alternative tax advantaged asset class I want to increase the internal rate of return on my estate plan.  I want to maximize the Capital Dividend Account balance (corporate IFA).  I…

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Generational Wealth Transfer- Using permanent insurance

You already have excess wealth that you plan to pass on to the next two generations. You want them taken care of financially and have likely earmarked a portion of your investment portfolio for them.One issue that arises is that all non-registered investment growth is eroded by taxation. A tax-free permanent insurance policy can make…

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Why/When to own Corporate Owned Permanent Insurance

When should you consider Participating Whole Life Insurance inside your Corporation? You’re a significant shareholder in a Canadian Controlled Private Corporation Age 40+ and healthy The corporation has excess annual cash flow and/or investment assets not needed for business purposes. Typically, been in business for at least 5 years. Want to maximize your estate and…

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What is your most valuable asset?

Wouldn’t it make sense to insure your most valuable asset?

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6 Life stages that trigger the need for life insurance

  Click here for a customized life insurance calculator

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