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A 6-Part Foundational Guide: IFA Risk Management for Accountants
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Blog
You
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Tag:
IFA (Immediate Financing Arrangement)
An In-Depth Glossary of Immediate Financing Arrangement (IFA) Terms
October 15, 2025
A comprehensive glossary defining the key terms and concepts at the heart of every Immediate Financing Arrangement (IFA), from foundational…
3 Signs an IFA Might Be Right for You (And 3 Signs It Isn’t)
October 13, 2025
An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. How do you know if it’s right for you?…
The Top 3 Misconceptions About Immediate Financing Arrangements
October 11, 2025
Move beyond the marketing hype to deconstruct the three most critical and costly misconceptions about the Immediate Financing Arrangement (IFA),…
5 Questions to Ask Before Starting an Immediate Financing Arrangement (IFA)
October 9, 2025
The Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Before committing, it's crucial to ask the right questions…
Unwinding an IFA: What Are the Options for an Early Exit?
October 7, 2025
An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This…
IFA-Enhanced Philanthropy: A Research Companion for Accountants
October 5, 2025
A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and…
IFA-Enhanced Estate Equalization: An Accountant’s Guide
October 3, 2025
Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…
The IFA Mindset: Is Your Temperament Suited for a Leveraged Strategy?
October 1, 2025
Explore the "IFA Mindset," the unique blend of psychological fortitude, emotional discipline, and long-term perspective required to successfully manage a…
Using an Existing Life Insurance Policy for an IFA: An Accountant’s Guide
September 29, 2025
Discover whether you can use an existing life insurance policy for an Immediate Financing Arrangement (IFA). This guide for accountants…
How to Select an IFA Lender: An Accountant’s Guide
September 27, 2025
A practical guide for accountants on selecting an IFA lender in Canada. Includes a due diligence framework, a comparative worksheet,…
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