An insurance-based, corporate investment
Available to incorporated professionals, business owners, and investors with holding companies From 30 to 70 years of age living in British Columbia & Alberta |
Each Wealth Kit includes:
Tax-free investment growth @ 5% IRR Reduced Tax Expenses Protection for an Unexpected Loss Funding for Retirement Increased Estate Liquidity Lower Cost of Passing Wealth to the Next Generation Charitable Impact Wealth & Legacy Investment deposit amounts start at ~$2k per month Hint: No longer healthy enough to qualify? Convert your term policy into a Wealth Plan |