Insurance as an Investment

How the simple act of preparation can present financial opportunities.

Canadian family emigrating

Tax Exemptions on Life Insurance for Canadian Emigrants

If you’re a Canadian and considering emigrating from Canada now or in the future, your…

Using Life Insurance for Charitable Giving

Life insurance proceeds can help support a charity’s ongoing activities, advance its capital-intensive projects and…

Unity’s Practical Guide to Recent Tax Changes

This week of April 15th, 2024 the federal government announced its intention to increase in…

The Importance of Life Insurance in a Two- or Three-Owner Business

In the world of entrepreneurship, partnerships are very common. In this case study, three individuals,…

Equalizing Estate Gifts with Life Insurance

Estate planning is a critical consideration for business owners who wish to pass on their…

The Liquidity Conundrum

Successful businesses grow and grow. Unfortunately, that growth also creates tax. Tax can usually be…

Securing Your Child’s Financial Future Through Life Insurance

Permanent life insurance can be an effective and flexible financial tool to create a legacy…

Life insurance for your mortgage

Congratulations, you've just bought a new home. It's a huge financial decision and you have…

Tax Advantages of Insurance

Life insurance policies sold in Canada receive preferential tax advantages that have been enshrined in…

Life Insurance as an Investment Class

Here we will discuss how participating life insurance works as an investment. There are two…

Premium Offset vs. Reduced Paid-up Insurance

Today, I am going to discuss the difference between premium vacation and a policy change…

What is Participating Life Insurance

Today I'm going to discuss one of the oldest types of life insurance. Participating insurance…

Expiring Term Insurance

In this video I am going to discuss your options when your term life insurance…