Tag Archive: Investing

Three Reasons to Invest in Life Insurance

May 19, 2021 8:59 pm Published by

Three Reasons to Invest in Life Insurance If you were told you could buy an investment that could grow tax-free, that could be used during your lifetime to acquire other investments without impacting its own growth, and that could help you both now, at retirement and on death with significant tax savings, would you be interested? That is exactly what those who invest in permanent life insurance are experiencing today.   People who have accumulated significant wealth are now making alternative investments in the life insurance space. This isn’t the traditional life insurance you may be thinking.  Most life insurance bought...

View Article

ideas

Is an IFA Strategy Right for You?

June 23, 2018 6:41 pm Published by

  You may have heard of an IFA (immediate financing arrangement) and wondered, “is this the right strategy for me?” To help you answer this question, we’ve created a profile of a suitable candidate for such an arrangement. Who Is It For? Generally speaking, an ideal candidate for an IFA is someone between 35 to 55 years of age. They are investment savvy and have an established business with growing revenues. Their business is on a consistent upward financial trajectory and, as a result, they’re accumulating excess revenue which can be invested. In short, an IFA is optimal for someone...

View Article

corporate insurance2

Beyond IPP: Alternative Retirement Saving Strategies in Changing Times

April 26, 2018 4:10 pm Published by

Corporate Life Insurance, a wonderful asset that can be used to accumulate your retirement savings in a tax-exempt vehicle, which thereby keeps it away from tax changes that have cost owners quite a bit over the last 12 months.       IPP or Corporate Whole Life Permanent Policy? “I’m planning to retire, and in this new tax regime I don’t know whether I should pay a higher salary, keep contributing to my RSP and set up an IPP in a company, or consider another alternative?”   Saving for Retirement In light of the new tax changes that prohibit how...

View Article