Charitable
Gift Planning
(click
here)
Using
specialized planning strategies through the use of life
insurance and annuities to enable everyday people
become extraordinary philanthropists while at the same time
dramatically reducing income tax.
Annuities
(click
here)
Retirees today are frustrated
with low investment and low interest rate returns.
Annuities are a sound vehicle that can greatly enhance your
retirement income and guarantee it for life.
Estate
Planning
(click
here)
A sound Estate Plan does not
start and stop with the making of a Will. Estate
Planning will enable you to fulfill your financial and estate
planning goals and minimize tax both during life and after
death.
Business Succession Planning
Only
30% of family businesses survive the second generation and
only 10% survive into the third generation. As part of
the succession of the business is the planning for the
succeeding generation with shareholder agreements, key person
insurance and disability income plans.
Family
Support Solutions
(click
here)
Using
life insurance to guarantee the completion of support payments in
the event of death of the support-paying spouse.
Each
and every situation is unique; therefore, one company's products may
not be the best solution for everyone; therefore, we will "shop
the market" for the best product for the situation from
Canada's leading life insurance companies.
Be
sure to review each
of these specialized planning areas of this website and then contact
us to review your unique and specialized situation.
John
Jordan, CFP
