Cascading Life Insurance -
Tax Efficient Intergenerational Wealth Transfer
Member: $18
Non-Member: $23
In this presentation, we will explore Cascading Life Insurance, a tax-efficient strategy for intergenerational wealth transfers, explaining the steps to implement it and showcasing its benefits through a case study. We will also discuss the features of our PAR whole life solution and how our team can assist in meeting your clients' needs.
Credits:
- FP Canada: 1 Financial Planning (#12970)
- MB: 1 (#41109)
- AAC: 1 Life, (#64555)
- MFDA: 1 Professional Development, (#1000003431)
- BC: Life and/or A&S , (#41109)
- ON: 1 Life
- SK: 1 Life
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