Optimize your wealth with insurance
Optimize your wealth by minimizing, deferring or offsetting your tax liability
We can help you optimize your wealth by minimizing, deferring, or offsetting your tax liability. Life insurance can provide tax-sheltered growth and tax-free payouts, essentially allowing you to grow part of your wealth tax-free for the benefit of the next generation. In many cases, the positive impact insurance can have on a portfolio inspires our clients to consider it as an alternative to a traditional conservative investment. If you have investments inside a corporation, those benefits can be even more compelling – reducing fully taxable investment income and creating tax-free shareholder dividends to distribute the death benefit proceeds. There is incredible value here.