April 27, 2022

Author: The Link Between

Insurance, estate planning and tax – we cover it all. But in 2021, there were definitely a few insurance-related articles that were more popular than others, and we’d like to reshare them with you.

1. Protecting Your Estate: You’ve worked hard all your life and managed to save a few dollars for retirement and beyond, but some of these assets may result in a tax liability upon death. So, how can you protect your hard-earned dollars?

2. Critical Illness Insurance – Financial Protection or Your Money Back!: Critical illness insurance – what is it and how can this type of insurance protect you and your family in a critical time of need? It’s important to know.

3. Love and Money: Both BIG topics on their very own, but together love and money can cause quite the headache. What are some tips to help you keep those love lights burning and your pocketbooks full without the cranial trauma?

And if you’d like to know more about any of these topics, please contact our office.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.