May 24, 2019

This advisor never thought he’d need CI coverage. Then he did…

What he learned after becoming a statistic On December 4, 2016, I officially become a statistic. At age 39, I had a heart attack. How was […]
May 23, 2019

An expedient alternative to the post-mortem pipeline

A strategy for business-owner clients to mitigate double taxation at death. The post-mortem pipeline is a common strategy used to tackle double taxation when an incorporated […]
May 21, 2019

Deciding if an IPP is right for you

Consider these plan funding details for a hypothetical medco. If your business-owner client is affected by the new tax rules for passive investment or split income, […]
February 23, 2016

Immediate leveraged insurance: Tips and traps

An immediate leveraged insurance arrangement, secured by the cash values of a life insurance policy, can benefit clients who require permanent life insurance coverage and who […]