Donating to Charity Using Life Insurance
If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose.
If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose.
Many business owners know the important role that life insurance plays in effective corporate planning. Whether it be the funding of a shareholder’s agreement, life insuring corporate debt, or protecting against loss from the death of a key employee, life insurance is of great value in underpinning the financial success of a corporation.
Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.
Sit down with us to do a review prior to the changes coming into affect.
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life… Read More »The Clock is Ticking!
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Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs. … Read More »Taxation of Life Insurance – New Rules Offer a Window of Opportunity
Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its… Read More »The Corporate Extraction Strategy
Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond. Many become risk adverse and move… Read More »The Estate Bond
It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to… Read More »Pay Attention to Your Beneficiary Designation
Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you… Read More »Is it Time for your Insurance Audit?
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