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Canada T1J 2C9

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Providing For Dependants

  • Protection For Loved Ones
  • Cascading Wealth

  • Cascading Wealth

    The ability to use a Universal Life Plans to not only transfer tax-free death benefits but also tax-free cash values allows the transfer of assets between generations. The strategy is to name a contingent owner on the policy of a Joint Last-To-Die or Multi-Life policy. This allows the cash value to be passed to the contingent owner upon the death of the initial owner without taxation. In turn, the new owner can name a new contingent owner, which continues the strategy.

    It is important to seek Professional Assistance prior to implementing this type of planning.

    LifeCanada.Com is intended as an information and resource site for Canadians.

    Professional Assistance from qualified advisors is strongly recommended prior to implementation of any plan or concept contained within the site.

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