Category: – Insured Annuity

The Single Premium Insured Annuity

October 19, 2016- Insured Annuity, Estate Planning, Life Insurance, Retirement Planning, Tax Planning

Available until January 1, 2017 A New Approach A new method of structuring an insured annuity has restored its favourable results. The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

Ease Your Retirement Worries with Immediate Annuities

October 11, 2015- Insured Annuity, Retirement Planning

The majority of Canadians work hard to accumulate a retirement fund and many are averse to exposing savings to unnecessary market risk after they retire. In today’s prolonged low interest rate environment, immediate annuities are often dismissed or overlooked…

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We take pride in designing and providing unique, innovative and tax-efficient insurance solutions for our clients in collaboration with their legal and tax advisors. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance carriers in Canada for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning

Category: – Insured Annuity

The Single Premium Insured Annuity

Ease Your Retirement Worries with Immediate Annuities

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