Critical illness with ROP shared ownership agreement |
- A sample shared ownership agreement for a critical illness policy with return of premium on death
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Estate planning for farmers and fishers |
- When a farmer or fisher either sells their business during their lifetime or transfers it on death, there are specific rules that may help reduce or defer their tax liability
- These rules include the use of the lifetime capital gains exemption of $1,000,000 on the disposition of "qualified farm or fishing property" and a tax-deferred rollover of farm or fishing property to a spouse or children on death
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Financing dreams with Equitable Bank CSV Line of Credit |
- More options for clients to access funds using their participating policy cash value
- We've partnered with Equitable Bank to bring eligible advisors a new program to help clients finance their future goals and dreams
- The Equitable Bank CSV Line of Credit offers eligible clients up to 90 per cent of the cash surrender value in their participating life insurance policy
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