Posts Tagged segregated funds

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

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