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If you don’t like insurance, it’s probably because you think of it as an expense rather than an investment. But when used strategically, insurance can become one of the most valuable assets in your financial plan—not only protecting your family but also offering significant tax benefits. Once your family’s protection is in place, it’s time to explore how insurance can work to your financial advantage. You can’t take it with you, but with the right strategy, you can keep more of your wealth away from the tax man and ensure it goes to your beneficiaries. We’ll guide you through how to make insurance a powerful financial tool for your legacy.
“Security first—always.”
At its core, insurance is about providing security for the people you care about most. We help you make sure your family is financially protected, no matter what life brings. Once that essential coverage is in place, we can help you move beyond protection to tap into the broader benefits that insurance can offer your financial plan.
“Turn insurance into a tax-saving tool.”
Insurance isn’t just about coverage—it can play a key role in reducing taxes and preserving wealth. We’ll help you unlock the tax benefits of insurance, so you can minimize the tax burden on your estate and pass on more to your loved ones. With the right structure, insurance can protect your wealth from unnecessary taxation, giving you more control over your financial future.
“Keep your wealth with your family, not the tax authorities.”
You’ve worked hard to build your wealth, and insurance can help ensure more of it goes where it belongs—your family. Our approach focuses on making sure your estate passes smoothly to your beneficiaries, minimizing tax erosion and maximizing the legacy you leave behind. With our guidance, you can feel confident that your wealth is protected for the future.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.
© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION
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