Keep Learning
Blog Posts
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.
- All
A comprehensive glossary defining the key terms and concepts at the heart of every Immediate Financing Arrangement (IFA), from foundational…...For EveryoneTags: 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
- For accountants: discover why the contractual guarantees and specific design of Whole Life insurance make it the only suitable engine…...For Accountants
Tags: IFA (Immediate Financing Arrangement), insurance leveraging, whole life insurance
- The fear of a 10-8 repeat is understandable, but the modern IFA is a fundamentally different and more robust strategy.…...For Accountants
Tags: COLI (Corporate-Owned Life Insurance), IFA (Immediate Financing Arrangement), insurance leveraging, tax planning
- For accountants advising high-net-worth clients, it's crucial to understand the difference between conventional investment loans and an Immediate Financing Arrangement…...For Accountants
Tags: estate planning, IFA (Immediate Financing Arrangement), insurance leveraging, risk management, tax planning
- A detailed comparison for Canadian accountants on the Immediate Financing Arrangement (IFA) vs. the Infinite Banking Concept (IBC). This guide…...For Accountants
Tags: COLI (Corporate-Owned Life Insurance), IFA (Immediate Financing Arrangement), insurance leveraging, tax planning
