Injury or illness can happen to anyone, including your clients. Help your clients understand the importance of living benefits, specifically critical illness and disability insurance, and how it can help them pay their bills and provide them with peace of mind when they can no longer generate an income.

Share this video to illustrate how living benefits can protect your client and their family during uncertain times. Continue reading “SMART TALK… about living benefits” →

SHARE the client article from The Link Between:
SMART TALK...about living benefits

While it’s best to avoid the need to transfer life insurance to an individual or corporation – along with the resulting tax consequences – it’s not always possible to foresee every future circumstance. There can be times when a transfer just needs to be done. Continue reading “Transferring Life Insurance – What You Need to Know!” →

SHARE the client article from The Link Between:
What You Should Know Before You Transfer Life Insurance

Your client has decided that they need life insurance, and that’s a great start, but how much life insurance is enough? Share this calculator with your clients to help start the conversation about how much life insurance they might need to protect their family today and tomorrow. Continue reading “Life Insurance Calculator” →

SHARE the client article from The Link Between:
Life Insurance Calculator

During these unprecedented times, the value of your client’s private corporation or other assets may have dropped 10%, 20%, 30% or more. While this result is very challenging, it may be the right time to take advantage of the lower value in order to reduce future taxes. Continue reading “When the value of your client’s business has declined, the timing may be right for an estate freeze” →

SHARE the client article from The Link Between:
If your business value declines, there are steps you can take today to reduce taxes later