With many Canadians shifting their focus from growth to guaranteed income and estate planning, the insured annuity strategy is gaining traction once again. We’ll explore:- How insured annuities work (life annuity + permanent insurance)- Which clients benefit most — and why timing matters- A real-life case study that shows the potential boost in net after-tax cash flow- Corporate vs. personal insured annuity considerationsDon’t miss this opportunity to refresh your approach to retirement income planning with Tony and Scott.
Accessing the cash value in a life insurance policy can be a smart liquidity solution, but the method matters. From partial withdrawals to policy and collateral loans, each option carries unique benefits and tax considerations.Join us to explore practical strategies and help your clients make informed decisions.Hosted by Scott Edgington and Tony Gallippi, Directors of Advanced Planning at QFS.
Join us for a lively conversation with Empire Life’s Peter Wouters. Peter shares his insights learned from over 30 years of educating financial advisors.
Please join Tony and Scott as they discuss the advantages of corporate wills.