Using insurance as a portfolio strategy
Our team will assess the need and suitability of tax-exempt insurance products to help create and enhance wealth, both today and in the future. We can also create a portfolio or take out an insurance policy that generates sufficient monthly income to provide for additional future duties or expenses.
Insurance to protect your family
Of course, insurance can also be used to protect your family.
- Disability insurance can replace a significant portion of your monthly earned income to help protect your finances and manage your expenses should you become disabled. Ask us for literature on numerous tax credits and favourable tax rules for people with disabilities and their caregivers.
- Critical illness insurance can provide you with a lump sum benefit to help manage your expenses while you focus on recovering.
- Long-term care insurance can provide you with a monthly income to help pay your expenses, protect your assets, and maintain your independence should you be unable to take care of yourself.
Contact us for a no-obligation meeting to discuss possible solutions for you.
