Protecting and Transitioning Your Wealth to the Next Generation – Life Insurance Strategies
Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and transition their wealth to the next generation, while also enhancing their legacies. During Randy and Jordan’s discussion, they explore how Canadians are using life insurance to retain more wealth within their family and reduce the taxes owing on their estates. Plus, they review some strategies that you may want to consider and best practices when speaking with your life insurance advisor.
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Show Notes
Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and transition their wealth to the next generation, while also enhancing their legacies. During Randy and Jordan’s discussion, they explore how Canadians are using life insurance to retain more wealth within their family and reduce the taxes owing on their estates. Plus, they review some strategies that you may want to consider and best practices when speaking with your life insurance advisor.