Posts Tagged Life Insurance

WATCH MY VIDEO ON HOW TO MINIMIZE YOUR LIFE INSURANCE PREMIUMS

   

Comments Off on WATCH MY VIDEO ON HOW TO MINIMIZE YOUR LIFE INSURANCE PREMIUMS   |   Posted in Latest News,Life Insurance November 13, 2018

DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT

    Canadian Business Journal - July 2018

Comments Off on DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT   |   Posted in Charitable Giving,Insurance,Latest News,Life Insurance,Life Insurance July 16, 2018

TINA TEHRANCHIAN

Tina Tehranchian

Comments Off on TINA TEHRANCHIAN   |   Posted in Latest News April 21, 2017

CHANGES TO TAXATION OF CHARITABLE BEQUESTS

 Canadians donate billions of dollars to charities each year and many of them make bequests through gifts in their wills to make sure that they can continue to support the charities that they love beyond their mortal life spans. To motivate Canadians to give more to ...

Comments Off on CHANGES TO TAXATION OF CHARITABLE BEQUESTS   |   Posted in Charitable Giving,Estate Planning,Latest News,Life Insurance,Tax Planning August 03, 2015

TRANSFERRING YOUR WEALTH TO THE NEXT GENERATION GRADUALLY

  Many people who have minor children or beneficiaries with no money management expertise struggle with how best to transfer their wealth to the next generation without the risk of  their heirs spending it frivolously and depleting the wealth that was accumulated by hard work over ...

Comments Off on TRANSFERRING YOUR WEALTH TO THE NEXT GENERATION GRADUALLY   |   Posted in Estate Planning,Latest News,Life Insurance,Retirement Planning,Tax Planning April 23, 2015

GUARANTEED INCOME IN A LOW INTEREST RATE ENVIRONMENT

  Interest rates in Canada rose fairly steadily from 1957 to 1981* with the prime lending rate reaching an all-time high of 22.75% in August of 1981. From that point on, Canadians experienced a declining interest rate environment from 1982 to 2012. While this has been ...

Comments Off on GUARANTEED INCOME IN A LOW INTEREST RATE ENVIRONMENT   |   Posted in Latest News,Life Insurance,Retirement Planning,Tax Planning April 09, 2015

Good Time to Die if you have Assets in the US

If you were always worried about paying estate taxes on your U.S. assets, 2010 represents a rare opportunity as no U.S. estate taxes will apply to the estates of those who die in 2010. This is due to the fact that the U.S. congress progressively reduced ...

Comments Off on Good Time to Die if you have Assets in the US   |   Posted in Estate Planning,Life Insurance,Retirement Planning,Tax Planning December 06, 2010

What Happens If Your Life Insurance Company Fails?

The events of 2008 and early 2009 and the failure of some major insurance companies such as AIG, have created a lot of anxiety for policyholders and have naturally led to many questions with regards to the protection they have in case their insurance company ...

Comments Off on What Happens If Your Life Insurance Company Fails?   |   Posted in Estate Planning,Life Insurance,Life Insurance,Long Term Care Insurance October 24, 2010

Save Your Assets!

Most people think of asset protection in terms of keeping assets away from creditors and lawsuits.  In today’s modern society and the profession of financial planning, the definition of the term asset protection covers a much wider range and includes plans, structures and strategies to ...

Comments Off on Save Your Assets!   |   Posted in Credit and Debt Management,Financial Planning for Business Owners,Life Insurance August 16, 2009