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Changes to taxation of life insurance in 2017

Did you know that the taxation of life insurance policies will have a number of changes for new policies issued beginning in 2017?  Have a look at this short video to understand these chaNew Paradigm Aheadnges, and what the new rules could mean for you and your business.

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Relationship-based Estate Planning

Extended Group Portrait Of Family Enjoying Day In ParkHave a look at this article written by Jerry Gedir for a Special Feature in the Regina Leader-Post on Financial Planning.  In the article, Jerry discusses how important communication is in creating an estate plan, how important it is to have a will, and also the fact that estate planning is dynamic and will change over time, and should be updated as circumstances change.  The click here for the full article.

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Top 10 Reasons You Should Never Write a Will

Top 10

YOU need a will!  People have lots of excuses for why they don’t have a will: they aren’t wealthy, they don’t have time, or don’t want to think about death, etc.  This list of the Top Ten Reasons You Should Never Write a Will, is a rather entertaining look from author Dr. Tom Deans on the very real implications of NOT having a will.  Please have a read of Tom’s Top 10 list – it is worth your time!







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Benefits of Joint Last-to-Die Life Insurance

Joint Last-to-Die Life Insurance can be a powerful and cost effective tool for estate planning.  If you are wanting to learn more about this type of insurance, and learn whether it might be right for your situation, click here to watch this great video that summarizes Joint Last-to-Die insurance, compares it with traditional single life insurance, and suggests where it is most useful in your estate planning.  We hope you find this educational, and please contact us with any questions you might have on how this could be beneficial in your estate planning!

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