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Legacy Giving

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In this video we share a strategy that will maximize your ability to leave a gift for your favourite charity.

Corporate Insured Annuity

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In this video we review a guaranteed lifetime income strategy for a corporate business owner that uses life insurance and enhances one’s personal estate.

Personal Annuity

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In this video we explain how to obtain a guaranteed lifetime income regardless of market’s fluctuations.

Leveraging Strategy

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In this video we explain how to leverage corporate surplus cash, reduce your corporate tax exposure and enhance your personal estate and wealth.