Clear Solutions for Complex Wealth
Are you an independent advisor? Partner with Us
In the high-net-worth market, the challenge is clarity. Insurance proposals generated from generic sales-oriented templates leave questions unanswered or unanswerable.
At Taxevity, we design, build, and actuarially stress-test strategies. We explain how they perform under adversity to show how they enhance your financial position both now and later.
Protection
The Foundation
Securing liquidity and lifestyle with life and health insurance. We ensure the baseline is rock solid before building upward.
Growth
The Structure
Using the tax advantages of life insurance to grow after-tax wealth. We turn protection into a strategic asset.
Impact
The Legacy
Expanding your capacity for philanthropy and inheritance. We use life insurance to support your family and the causes you value.
Our Principles
We believe in clarity, education, and custom-built, stable insurance solutions. We focus solely on insurance, not investments or legal advice, allowing us to collaborate non-competitively with your existing team.
Our Origin
Founded by an actuary who built the products for the insurers before building the plans for you. We know how the machine works.
New in the Library
A Doctor’s Guide to the Medicus Pension Plan: 7 Questions to Ask
A due diligence guide for doctors considering the Medicus Pension Plan. Here are the 7 critical questions you must ask the plan administrator about guarantees, costs, risks, and estate value before joining.
Medicus vs. IPP vs. CIRP vs. RCA: An Accountant’s Guide
An accountant’s guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework for advising clients.
An IFA for the DIY Investor: A Guide to Your 3 Key Roles
Are you a DIY investor considering an Immediate Financing Arrangement (IFA)? This guide outlines the 3 critical roles you must master as your own Wealth Advisor: ensuring tax-deductibility, meticulous record-keeping, and acting as the “Integrator.”