Insurance Planning


Insurance That Could Save Your Life

Recovering from a critical illness can be a personal triumph and a financial disaster. Financial strain can result from the inability to continue working, medical costs not covered through provincial or personal medical insurance plans, or the financial setback to your retirement plans. Critical Illness (CI) insurance is a type of insurance that can protect your financial health. Discover more

Using Life Insurance to Unlock Trapped Assets

If you've worked hard to build up a successful business, you certainly don't want to lose the company's assets to corporate and estate taxes, but without adequate planning that is what may happen. However, there is a powerful financial strategy available that can help you maximize the value of your company's assets, and transfer them to the next generation with a minimum of taxation. Discover more

Gain Tax-Free Income Through Universal Life

Universal Life insurance is a little-known plan that can have a big impact on your retirement income. It combines life insurance and an investment account in one package. When a deposit is made into a Universal Life policy, that amount, less a small premium tax, is put into the investment portion of the plan. Discover more


More Articles

Protect Your Estate
Minimizing Tax Through Charitable Giving
The Estate Reallocation Strategy
Tax-Advantaged Growth Through Universal Life
Critical Illness Insurance
Is Your Financial Plan Fully Protected?
Life Annuities - Are They Right For You?

Minimize Taxes
Tax Planning Using the Capital Dividend Account
The Insured Annuity Strategy
The Role of Insurance In Tax Planning
Choosing Your Retirement Option: RRIF's or Annuities
Understanding the Annuity Advantage

 

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Wealth Mistakes RRSP Insurance RESP Portfolio Retirement Problems Estate Conclusion