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Make better decisions by understanding how and why
people like you use life or health insurance strategies.
people like you use life or health insurance strategies.
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A due diligence guide for doctors considering the Medicus Pension Plan. Here are the 7 critical questions you must ask…...For PhysiciansTags: IPP (Individual Pension Plan), retirement planning, tax planning
- An accountant's guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework…...For Accountants
Tags: COLI (Corporate-Owned Life Insurance), IPP (Individual Pension Plan), retirement planning, tax planning
- Are you a DIY investor considering an Immediate Financing Arrangement (IFA)? This guide outlines the 3 critical roles you must…...For Everyone
Tags: COLI (Corporate-Owned Life Insurance), IFA (Immediate Financing Arrangement), risk management, tax planning
- A comprehensive, critical guide for accountants on the Business Owner's Financial Journey. This framework goes beyond conventional wisdom to enable…...For Accountants
Tags: CDA (Capital Dividend Account), COLI (Corporate-Owned Life Insurance), estate planning, succession planning, tax planning
- A comprehensive glossary defining the key terms and concepts at the heart of every Immediate Financing Arrangement (IFA), from foundational…...For Everyone
Tags: estate planning, IFA (Immediate Financing Arrangement), insurance leveraging, risk management, tax planning
- An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. How do you know if it’s right for you?…...For Everyone
Tags: estate planning, IFA (Immediate Financing Arrangement), insurance leveraging, risk management, tax planning
- Move beyond the marketing hype to deconstruct the three most critical and costly misconceptions about the Immediate Financing Arrangement (IFA),…...For Everyone
Tags: estate planning, IFA (Immediate Financing Arrangement), insurance leveraging, risk management, tax planning
- The Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Before committing, it's crucial to ask the right questions…...For Everyone
Tags: IFA (Immediate Financing Arrangement), insurance leveraging, tax planning, wealth transfer
- An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This…...For Accountants
Tags: estate planning, IFA (Immediate Financing Arrangement), risk management, tax planning
- A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and…...For Accountants
Tags: CDA (Capital Dividend Account), estate planning, IFA (Immediate Financing Arrangement), philanthropy, tax planning
- Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…...For Accountants
Tags: CDA (Capital Dividend Account), COLI (Corporate-Owned Life Insurance), estate planning, IFA (Immediate Financing Arrangement), succession planning
- Explore the "IFA Mindset," the unique blend of psychological fortitude, emotional discipline, and long-term perspective required to successfully manage a…...For Everyone
Tags: IFA (Immediate Financing Arrangement), insurance leveraging, risk management, tax planning, wealth transfer
- Discover whether you can use an existing life insurance policy for an Immediate Financing Arrangement (IFA). This guide for accountants…...For Accountants
Tags: COLI (Corporate-Owned Life Insurance), IFA (Immediate Financing Arrangement), insurance leveraging, tax planning
- A practical guide for accountants on selecting an IFA lender in Canada. Includes a due diligence framework, a comparative worksheet,…...For Accountants
Tags: IFA (Immediate Financing Arrangement), insurance leveraging, risk management, tax planning, wealth transfer
- An Immediate Financing Arrangement (IFA) is built with two key providers: an insurance company and a lender. This guide for…...For Accountants
Tags: COLI (Corporate-Owned Life Insurance), IFA (Immediate Financing Arrangement), insurance leveraging, tax planning, whole life insurance
