Skip to main content
Skip to footer
(New)
A 6-Part Foundational Guide: IFA Risk Management for Accountants
Home
Blog
You
Business Owners
Incorporated Professionals
Medical Students, Residents and Fellows
Physicians
Philanthropists
Us
Products
Critical Illness Insurance
Disability Insurance
Health Spending Account
Life Insurance: Permanent
Life Insurance: Temporary (“Term”)
Long Term Care Insurance
Medical Insurance
Pension Plans
Contact
Home
Blog
You
Business Owners
Incorporated Professionals
Medical Students, Residents and Fellows
Physicians
Philanthropists
Us
Products
Critical Illness Insurance
Disability Insurance
Health Spending Account
Life Insurance: Permanent
Life Insurance: Temporary (“Term”)
Long Term Care Insurance
Medical Insurance
Pension Plans
Contact
Tag:
insurance leveraging
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…
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,…
A Guide to IFA Insurers and Lenders
September 25, 2025
An Immediate Financing Arrangement (IFA) is built with two key providers: an insurance company and a lender. This guide for…
A Look Under the Hood: Why Whole Life is the Engine for an IFA
September 22, 2025
For accountants: discover why the contractual guarantees and specific design of Whole Life insurance make it the only suitable engine…
IFA vs 10-8: Lessons Learned and Changes Made
September 20, 2025
The fear of a 10-8 repeat is understandable, but the modern IFA is a fundamentally different and more robust strategy.…
1
2
3
4
→