Generational Wealth Transfer- Using permanent insurance

Generational Wealth Transfer- Using permanent insurance

You already have excess wealth that you plan to pass on to the next two generations. You want them taken care of financially and have likely earmarked a portion of your investment portfolio for them.One issue that arises is that all non-registered investment growth is eroded by taxation. A tax-free permanent insurance policy can make […]

The Importance of a Life Insurance Agent

The Importance of a Life Insurance Agent

Life insurance is a major financial commitment. Just as you seek out expert advisors for other financial needs ­ bankers, stockbrokers, and the like – your choice of a life insurance agent is a key decision. Your life insurance agent plays an important role in the financial planning process. He or she: Helps you assess […]

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