At its core, private placement life insurance is life insurance, but with a twist. Instead of investing in standard insurance ...

Individuals with large debts or dependents: If you have co-signed loans, outstanding debts or other financial commitments — ...

Clients often use life insurance to help heirs cover the capital gains tax on a family cottage or other asset after their ...

A well-chosen life insurance policy can be the cornerstone of family financial security. Knowing your loved ones will be protected, even if the unthinkable happens, provides peace of mind ...

Life insurance is one of the most powerful financial tools available, yet many people misunderstand its benefits, costs, and ...

Taking life insurance could be a difficult task as there are several things a person might consider before purchasing a term plan; here's the difference between death and maturity benefits to help you ...

She possesses substantial private and public equities and has already utilized her lifetime exemption. She also believes her children have sufficient resources. Her $70 million investment generates ...

Term life insurance offers affordable coverage with a significant tax-free death benefit, but most policies don't pay out. Learn the pros, cons, and if it's worth it for you.

Superannuation, and insurance inside super, are caught in a tangled web of rules that many people don’t know about until they ...

Clients can donate both permanent life insurance (including whole life and universal life) and term life insurance to charity, but the donation options differ.

Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...