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We know that legacy means different things to different people. Have you thought about how you’d like to be remembered? Having a conversation with your advisor can help you leave a legacy for what matters most to you.
Estate Maximization with Liquidity for Business Owners
Illustrates how business owners can access money invested in permanent life insurance.
Estate Maximization for Business Owners
Illustrates why more and more business owners are investing in permanent life insurance policies.
Estate Maximization with Liquidity for Business Owners (non-chalkboard)
Illustrates why more and more business owners are investing in permanent life insurance policies.
Estate Maximization for Non-Business Owners
Maybe it's time to rethink how you'll leave a lasting legacy. You might be surprised at the options and control you have. Your advisor can show you how an estate maximization strategy using life insurance can be a vital piece of your investment portfolio.
How advisors can help with life insurance
We all know there are great reasons to work with an advisor. Help younger Clients learn how you can set up the right protection for their future.
Life Insurance as an Asset Class
Permanent life insurance is attracting attention among investors looking to improve the return or reduce the risk of the fixed-income portion of their investment portfolio. Show clients how permanent life insurance works as an alternative asset class.
Protecting Your Wealth with Insurance
A lot of clients believe an old myth about life insurance: "the wealthier you are, the less you need insurance." But the reality is, the more they have, the more they have to lose. In this video, we're busting the myth and asking Canadians to re-think insurance. We're back at the whiteboard showing viewers how insurance can both preserve and enhance their wealth.
The practical benefits on getting life insurance early
It can make sense to get life insurance sooner than you think. Help Clients learn why they can benefit from starting coverage in their 20s and 30s.
Explains, in simple terms, how to manage risk by selecting a mix of investments to suit risk tolerance, time horizon and financial goals.
When is the right time to get life insurance?
Millennial Clients in their 20s and 30s might think they’re too young for life insurance. Help them understand this can actually be a great time to put coverage in place.
Explains, in simple terms, how term life insurance can be a great solution to help manage risk while providing for a family.
Intergenerational Wealth Conversations
Illustrate the importance of legacy planning and build interest in the Intergenerational Wealth Planning program.
Incapacity can happen to anyone at any time. Planning ahead, while still mentally capable, can help protect you and your loved ones and ensure that your wishes are carried out.
Your Life. Your Legacy. Your Way.
Most Canadians plan to share some wealth. But many haven’t had a discussion with family members or loved ones who are going to inherit this wealth. Help clients understand the importance of legacy planning and how an advisor can help you pass along your legacy your way.
Advisors know that building relationships and translating knowledge into decisions makes financial advice priceless. Help Clients learn about the value of your advice.
Share this video with Clients to demonstrate that an advisor is part of the family, supportive through all life events.
Share this video with Clients and business owners to demonstrate the advisors role as a business partner.