Estate Planning & Taxes

Life insurance is a powerful tool for financial security. It provides a guaranteed payout to your loved ones when you pass away, helping them cover

In almost every case, yes! The money your loved ones receive from your life insurance is tax-free. There are a few rare exceptions (like a

Yes, it can! There are a few different ways to set it up, depending on your company’s needs. We’re happy to help you figure out

Absolutely! Life insurance isn’t just for individuals – it’s a valuable tool for businesses too. It can provide financial security and help your company weather

It depends! Here’s the scoop: Have a specific situation in mind? Let’s chat! We’re here to make insurance (and taxes!) less confusing.

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

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

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

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

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.

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