After years of careful planning, you’ve saved enough for a comfortable retirement. If fact, you may have more than you need to live comfortably. The problem is that you’re taking a big tax hit because your money is growing in non-registered investments. The more successful your investments are, the more you owe the tax man.
You don’t want the benefits of your careful planning to be eroded by taxes. Life insurance can be the savings vehicle you need to shelter more of your hard-earned nest-egg. It can benefit the people or charities you cherish most, while growing in a tax-advantaged way.
By transferring investments into a tax-advantaged life insurance policy, you will gain a tax-free estate benefit, which you can bestow to whomever you wish. You can be assured a guaranteed cash value, over and above large tax savings. With Palladium Insurance’s flexible legacy solutions, you maintain complete control of your policy. You can even choose to tap into its cash value at any time.
At Palladium Insurance, we pride ourselves on a long history of protecting Canadians’ financial security. Call us to learn more about our flexible life insurance programs.
COVID-19 Important Update:
Palladium is serious about the health and safety of its employees, and clients. Accordingly, we have been instructed to limit non-essential, in-person meetings. While our offices remain open, we ask that you please make an appointment before arriving. Many of our employees have chosen to work remotely, and by making an appointment you ensure that your broker will be available (and present) to meet with you. Please note that all public health guidelines must be followed including without limitation, the wearing of face masks, social distancing, and completion of our COVID screening questionnaire.