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Life Insurance – Corporate Estate Transfers

Individual Insurance

Our products include:

Disability Income- provide maximum after tax income to maintain your present and future lifestyle without burdening the business.

Critical Illness Insurance- to provide maximum after tax capital to maintain present and future lifestyle.

Charitable Giving- maximizing your income tax benefit through planned giving strategies.

Insurance Trusts- to ensure that your goals are carried out in a timely, efficient and tax-effective manner.

Our services include:

  • Needs analysis
  • Plan Design
  • Plan Implementation
  • On-going management

Courtesy of Price Waterhouse Coopers

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