Scott EdgingtonMay 3, 20232 minWealth Update – Cost of Using RRSPs to Finance a Critical Illness NeedHere is a correction to last week’s email blast. In Q1, the strongest fund at Empire Life was the Multi-Strategy Global Growth with a...
Tony Gallippi, B.A.S (Hons.), CFP, CLUApr 18, 20237 minThe Value of Permanent Life Insurance: “Point of Sale” ToolsI frequently get the opportunity to work on cases that involve clients who’ve amassed a great deal of financial wealth in their lifetime....
Scott EdgingtonMar 30, 20232 minWealth Update – Seg Funds and Non-resident Beneficiaries plus a Federal Budget SummaryBefore we get into this week’s subject, here is a summary of the proposed Federal budget presented this week. For those with clients with...
Tony Gallippi, B.A.S (Hons.), CFP, CLUMar 22, 20238 minSplit-Dollar Critical Illness (Or Shared Ownership CI Strategy): A Cautionary Tale!I was recently parachuted into a case where three shareholders/partners were contemplating a “Split Dollar CI” using a 15-pay permanent...