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How to use permanent life insurance to create tax efficiency in estate planning, grow a business

Published: September 27, 2023

A new study indicates not enough advisors are discussing life insurance as part of financial and estate planning for high-net-worth individuals and entrepreneurs

Source: theglobeandmail.com

Related Topics:

British ColumbiaJamie GolombekAlana RileyLaurent MunierSafe Pacific Financial IncLog Increate FreeGlobe AdvisorSafe Pacific FinancialBrenda Bouw

Are rules governing seg fund sales adequate? | Investment Executive

Published: May 8, 2023

Regulators are drafting new guidance that may lead to revised life insurance licence requirements

Source: investmentexecutive.com

Related Topics:

British ColumbiaLaurent MunierDavid BenamronMeagan BalaneskiCarlos CardoneCapital Partners IncFinancial Services Regulatory Authority Of OntarioHealth Insurance Association IncBotica Financial GroupSafe Pacific Financial IncCanadian Council Of Insurance RegulatorsLife Licence Qualification ProgramCanadian Insurance Services Regulatory OrganizationsAligned Capital PartnersInvestor EconomicsCanadian CouncilInsurance RegulatorsTony ToyKevin DorseCanadian LifeSafe Pacific FinancialSunny KocharHexavision EnterpriseFinancial Services Regulatory Authority