INFOclip: Transferring Wealth to Future Generations
November 30, 2022
You’ve worked hard throughout your life and, with some savvy financial planning, have managed to accumulate an impressive portfolio. Perhaps you’re starting to consider some financial strategies that will provide future generations of your family a head-start to achieve their own financial success.
However, knowing that traditional registered and non-registered investments create tax liabilities, how can you transfer the maximum amount of wealth to your children and grandchildren while paying the least amount of tax?
Watch this video and learn how using the “cascading insurance” strategy can help provide financial protection, while also creating a tax-efficient vehicle to enhance and transfer wealth to future generations.