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Insured annuity Insured estate

Financial strategy. Insured annuity Insured estate. Main objectives of the strategy. - Choose a lifetime guaranteed investment; - Highest possible return ; - Eliminate the risk factor; - Reduce taxes; - Lifetime guaranteed income; - Estate preservation; - Compare different scenarios.

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Insured annuity Insured estate

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  1. Financial strategy Insured annuity Insured estate

  2. Main objectives of the strategy - Choose a lifetime guaranteed investment; - Highest possible return ; - Eliminate the risk factor; - Reduce taxes; - Lifetime guaranteed income; - Estate preservation; - Compare different scenarios.

  3. Is this strategy good for you? The answer is “yes” if recognize you self in the following list of criteria : If you’re a person • With a non registered portfolio; • Retired or soon to be; • Anxious to get more from your capital; • In good health; • With heirs; • Tired to deal with the ups and down of the stock market

  4. Bequeath Spending Why not use all of your assets • Assets used to maintain your standard of living • Assets that you intend to leave to your heirs

  5. Actual portfolio Available capital $350,000

  6. Could you do more? Yes! It’s possible

  7. Back-to-back: an exemple Mr. and Mrs. Smith are 75 and 73 years old, non smoker and in good health. The couple marginal tax rate is 48 %.

  8. Dare to compare Available capital $350,000

  9. Best practice for better advice

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