CLICK TO REGISTER

1 CE Credit (Except Quebec)

Presenter:  Laura Madsen, Account Executive, Retail Insurance Distribution

The Keep the Cottage in the family strategy provides your clients the opportunity to redistribute some of their taxable investments, particularly their bond or GIC portfolios, into a participating whole life insurance policy to take advantage of tax-deferred savings and a tax-free death benefit that can be used to preserve and enhance the clients estate by covering the capital gains taxes owing on the family cottage when they pass away.