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Tag:
whole life insurance
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…
The Architect’s Role on the IFA Core Advisory Team
August 15, 2025
Learn the critical role of the Insurance & Modeling Specialist—the "Architect"—on an IFA Core Advisory Team. Discover how policy design,…
What is an IFA? An Overview for Canadians
June 28, 2025
Transform your life insurance from a passive document into an active financial tool. This guide explains the Immediate Financing Arrangement…
Mastering IFAs for Physicians (Part 5 of 5): Navigating Risks & Ensuring Long-Term Success – A Taxevity Companion to beyond MD Ep. 91
May 25, 2025
Successfully navigate Immediate Financing Arrangement (IFA) risks for long-term success. Part 5 of our Taxevity series, a companion to beyond…
Mastering IFAs for Physicians (Part 3 of 5): Policy Structure & The Loan Explained – A Taxevity Companion to beyond MD Ep. 91
May 23, 2025
Explore the mechanics of an Immediate Financing Arrangement (IFA) for physicians. Part 3 of our Taxevity series, a companion to…
Mastering IFAs for Physicians (Part 1 of 5): Leveraging Life Insurance for Investment – A Taxevity Companion to beyond MD Ep. 91
May 21, 2025
Discover how physicians can accelerate wealth building using an Immediate Financing Arrangement (IFA). This first post in our 5-part series,…
Integrating IFAs: Enhance Client Wealth & Your Advisory Practice
May 5, 2025
Wealth Advisors: Discover how Immediate Financing Arrangements (IFAs) help HNW clients get needed insurance while freeing capital for investment. Learn…
IFAs: An Accountant’s Guide to Client Suitability and Due Diligence
May 2, 2025
Essential guide for Canadian accountants advising on Immediate Financing Arrangements (IFAs). Covers critical due diligence, tax rules for interest &…
The IFA Advantage: Funding Real Estate Investments Through Whole Life Insurance
April 30, 2025
Discover how Canadians can use an Immediate Financing Arrangement (IFA) with whole life insurance to efficiently fund real estate investments.…
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