Episode 39: Permanent Life Insurance
Your Canadian Retirement Specialist
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Show Notes
Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement
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Popular wisdom suggests that as people accumulate wealth their need for life insurance decreases. However, permanent life insurance is a financial tool with unique tax benefits.
Many affluent families find significant value by using life insurance to protect and even enhance their wealth.
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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.