Cascading Wealth Transfer for the next generation


There was a recent survey conducted to individuals over the age 90 in the USA. They were asked: Report 3 things they would of done differently if they were given the opportunity to relive their lives? One desire was: they reported their wish to do something that would live beyond them. They would do something to ensure their mortality.

Reasons Why Permanent Life Insurance is Valuable (20-May-2020 by Mike Busby)


Here are some reasons why permanent life insurance is very valuable:

Provides liquidity when it's needed. If you're primarily invested in real estate, a private company, or other illiquid assets, where's the cash going to come from to pay taxes owing when you're gone? Life insurance can solve the problem.

Executor and Estate Administration Changes (18-Apr-20 by Mani Fenili)


With an aging population, the role of executor is becoming more valuable. Have you or someone you know been asked to act as an executor? Do you see yourself as having to deal with this role sometime in the future? If so, we are here to help! We know the unfortunate truth about the executor role is that it is triggered after the loss of a loved one. So in addition to your executor duties, you will also be grieving. 

Pension options when leaving your employer due to early retirement or career change (7-Jan-20 Summary by Mani Fenili)


Individuals in career transition who are vested members of a pension plan will be faced with the decision whether to leave the vested pension entitlements on a paid up basis with the company and eventually receive pension income, or transfer out the pension entitlements.


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