Episode #100: Tax Benefits of Life Insurance
Your Canadian Retirement Specialist
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Show Notes
You may have heard that life insurance is something you need to have.
However, there are many benefits with life insurance that can be profound, especially when it comes to dealing with your estate. That's why it's important to look at all of your options.
In today's podcast, Regan will focus on individuals with a larger estate and some of the little-known tax benefits associated with life insurance. Regan also explores some of the ways this could potentially be a strategy for you and your family by looking at life insurance to preserve your estate's value.
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Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website.
Additional information on the Canada Pension Plan and Old Age Security can be found at:
www.canada.ca/en/services/benefits/publicpensions.html.
Music courtesy of LesFM: https://lesfm.net.