Updated resources: market volatility toolkit |
- Help clients put market volatility into perspective
- New resources added to help clients focus on the long term
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Cascading life insurance – intergenerational wealth transfer |
- A life insurance policy with cash value can provide permanent insurance protection on a child or grandchild while acting as a tax efficient vehicle to enhance and transfer your wealth to the next generation
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U.S. persons and Canadian life insurance |
- This article examines three major U.S. tax issues that U.S. persons living in Canada encounter when purchasing life insurance from Canadian insurers, including some planning tips
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