Life Insurance

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 […]
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 […]