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WEALTH PROTECTION

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Expertise to Protect Your Wealth.

Insure Wealth uses industry leading insurance concepts, products, and investment planning for high-net worth clients to protect what they have built up and to reduce taxation.

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While taking the initiative to plan for the future and save money to fund your retirement goals is a great start, there are plenty of additional planning items to consider.

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Our goal at Insure Wealth is to help plan your insurance and investment needs to best fit you, your family, or your business.

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A Customized Plan to
Grow and Protect Your Wealth.

Every family is unique and so are your needs and goals.

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Insure Wealth uses industry leading insurance concepts, products, and investment planning for high-net worth clients to protect what they have built up and to reduce taxation.

 

Our team helps to determine the right coverage that best suit your needs. Our wide range of innovative insurance products are supported by the most effective value-added services on the market today and backed by the strength of Canada’s leading life insurance companies.

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Insurance Planning

Insurance policies, under the Income Tax Act, allow you to grow money tax-deferred and tax-sheltered.

 

This can be used as an invaluable tool in wealth management, estate planning, and retirement planning by providing an additional source of income.

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Tax-Sheltered Growth

Under the Income Tax Act, you are allowed to grow your investment inside an exempt life insurance plan tax deferred and tax sheltered.

 

You are also able to receive loan proceeds out of your insurance policy tax-deferred.

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Estate & Trust Planning

A healthy Insurance plan is the best  tool to leave large amounts of money to pay estate taxes and provide money for your family in the event of your passing.

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Life insurance can help maximize your estate’s net worth for beneficiaries and is critical in tax and estate planning on assets gathered over the lifetime.​

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Creditor Protection

An attractive feature of life insurance policies is that they may be able to provide protection from the owner’s creditors if the proper beneficiary designations are made prior to any insolvency on the part of the owner or collection action by the creditors.

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Need more details? Contact us

We are here to assist. Contact Insure Wealth Group, Inc. for expert guidance and personalized insurance solutions. Reach out to us via phone, email, or through our social media channels.

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