Gifting to Children | Life and Critical Insurance
In this video we share a way to gift a child or a grandchild something of value that will last their lifetime.
Legacy Giving
In this video we share a strategy that will maximize your ability to leave a gift for your favourite charity.
Overfunding A Life Insurance Policy
In this video we reveal a financial planning strategy that provides insurance protection in the present and a supplement to retirement income in the future.
Key Person Insurance
In this video we explain how a key person insurance provides a lump sum payment in the event you lose a key person in your company.
Health Spending Account
In this video we review the strategy that provides for the payment of all medical expenses of employees and their families, including those that are not usually covered by group plans.
Corporate Insured Annuity
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
In this video we explain how to obtain a guaranteed lifetime income regardless of market’s fluctuations.
Spousal RRSP
In this video we explain a way to split income with your spouse that can potentially save thousands in taxes during your lifetime.
Immediate Financial Arrangement
In this video we explain how a business owner can get immediate access to funds for alternative investment purposes using life insurance.
Individual Pension Plan
In this video we explain how you, as a key executive or business owner can create a ‘super charged’ RRSP for yourself.