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There are tax advantages to naming a charity as a beneficiary or even the owner of your life insurance policy. It’s a smart way to
What are the tax consequences if I name a charity as a beneficiary? Keep Reading
Think of it like using your life insurance policy as security for a loan. When you assign your policy to the bank, it gives them
What’s a policy assignment to the bank? Keep Reading
Tax deductions on assigned policies? It’s tricky, but we can help!pen_spark In some cases, you might be able to deduct a portion of your premiums
Tax deductions on assigned policies? It’s tricky, but we can help! Keep Reading
When you assign your policy to a registered Canadian charity and make them the beneficiary, you can receive tax credits for the policy’s value and
Can I deduct my premiums if I assign my policy to a charity? Keep Reading
Life insurance can provide a tax-free payout to your loved ones, giving them the funds they need to cover any estate taxes and other expenses.
Can my life insurance pay my estate taxes? Keep Reading
Good news! The cash value in your permanent life insurance policy usually grows tax-free. This means you don’t pay taxes on the interest or gains
Taxes and your life insurance cash value: what you need to know Keep Reading
As a business owner, you know what it takes to be successful. So, you want to protect your Business today while making sure you plan
How “key person insurance” can help your business Keep Reading
If you’re a small business owner and you haven’t made a succession plan, now is an excellent time to start. You can help your business
Transition your business to new ownership with succession planning Keep Reading
If you’re a business owner, you’re probably focused on the day-to-day tasks with your Business. You may not be thinking about retirement – even if
How to plan for retirement as a small business owner Keep Reading
The Immediate Financing Arrangement is a financial strategy that provides an opportunity for individuals and incorporated business owners to obtain the permanent life insurance coverage
What is an IFA (Immediate Finance Arrangement)? Keep Reading
When you pass away, your life insurance policy can provide more than just financial support to your loved ones. It can also be a meaningful
Can I donate my life Insurance policy to charity? Keep Reading
You bet! Just like you can donate your entire policy, you can also choose to give a percentage of the payout to your favourite cause.
Can I donate a percentage of my life insurance policy to a charity? Keep Reading
