John Jordan, CFP

Certified Financial Planner

HOME | CONTACT US

providing Canadians with...Specialized Financial Planning Solutions

Charitable Gift Planning Annuities Estate Planning Critical Illness Term Life Insurance Mortgage Life Insurance Disability Insurance

Specialized Financial Planning...

NEW - Insured Annuity Table rates for Male and Female - Ages 55 - 85

NEW - How much more income could you have if you didn't keep rolling over those 1-year GICs?

Looking for higher guaranteed returns in retirement?  An insured annuity may be the answer!


Charitable Giving - Learn how to eliminate all tax in your estate!

If you are running an older version of Power Point, click here to download Power Point Viewer 2003 (1.9Mb)

 

 WIIFM - New Perspectives on Complex Gifts (530 kb)

 

The World Village Presentation

(must have Internet Explorer to view in browser)


Contact Us for an Annuity Quote!


Live Confidential 5, 10, 20-Year and Term-100 Life Insurance Quotes


NEW...Critical Illness Insurance - Is Critical Illness Insurance Really Worth it?  Click here to find out!


Mortgage Life Insurance Information - Which coverage is best and where should you buy it?

Mortgages - Are you buying or refinancing  a  home? 



Contact Us for a quote for

CRITICAL ILLNESS insurance from Canada's leading Life Insurance Companies

 


Google  

Proud Supporter of..
Annuities and their advantages

Combining Life Insurance and Annuities

A Retired Couple

Combining Life Insurance and Annuities

A Single Retiree

How much more annual income could you have?

Get an Annuity Quotation
NEW - Insured Annuity Tables - Click here

Insured Annuity Tables

Insured annuities can provide you with substantially more income than traditional interest bearing investments such as GICs or Bonds.

Spreadsheet

The following links are Microsoft Excel Spreadsheets showing the comparison between a traditional 5-year GIC and an insured annuity from ages 55 - 85.  There is one spreadsheet for Females and one for Males.  You will be able to change the interest rate of the GIC and your marginal tax rate.  You will see what effect either of these parameters will do.

Female - Insured Annuity Table

Male - Insured Annuity Table

Web Page Tables

If you are unable to open the spreadsheets, please use the following links that will open up a web page with the tables  You will be unable to change either of the inputs as you will in the spreadsheet.

Female - Web page table

Male - Web Page table

 
Contact Us  

Phone

(519) 279-4774

Toll Free

(866) 272 -3112

Fax

(877) 279-4774

Contact Us - Click Here

About Us

Privacy Policy

 
Guaranteed Retirement Income  

Are you looking for higher Guaranteed Returns - 7% - 8% - 9%?

Click here to find out how!


Click here to see GIC Rate Trends over the past months

 
Calculators  

Marginal Tax Rate Calculator

 
Mortgage Info  

Mortgage Advice & Tips

Mortgage Calculators

 
Downloads  

Charitable Gift Planning

RRIF Tax Protector

Supplementing Retirement Income

Split Dollar Insurance

Power Point Presentations

CCRA Bulletins

Forms

 
Life Insurance Companies  

AIG

Canada Life

Empire Life

Equitable Life

Great West Life

Industrial Alliance

Manulife

Maritime Life

National Life

RBC

Standard Life

Sun Life

Transamerica

 

HOME PAGE  |  CHARITABLE GIFT PLANNING  |  ANNUITIES  |  ESTATE PLANNING  |  CRITICAL ILLNESS INSURANCE  |  TERM LIFE INSURANCE QUOTES  |  FAMILY SUPPORT SOLUTIONS  |  ABOUT US  |  PRIVACY POLICY  |  CONTACT US  |  RESOURCES

This site is hosted by

INSURANCE SQUARED INC.