Combining leverage and life insurance to create wealth planning strategies for our clients has become very popular. We reviewed some of the common strategies and the planning issues that must be addressed to accomplish success. These strategies are a great example of how working together can create value for our clients.
March 24, 2021: We hosted a very targeted webinar on Wednesday March 24th. We presented a case study around the Effective Use of the Capital Dividend Account, Insurance and Post-Mortem Planning. The discussion was led by Emilio Deluca FMA, CFP, CLU, CHS, Advanced Insurance Case Consultant as well as Amir Pourzakikhani, BCom, MTax, Wealth and Tax Planning Consultant of Canada Life.