Inheritance Life Insurance

Inheritance insurance is for the following clients:

  • People who, out of love, wish to leave an inheritance to their heirs, such as their children or grandchildren.
  • People who would like to reduce the amount of yearly tax they pay on their investments.  
  • People who want to avoid leaving their heirs with a financial burden.

 

There are several advantages to the Inheritance Insurance strategy:

  • Permanent life insurance protection
  • Clients can monitor their capital through a tax effective insurance program
  • It is possible to transfer more money to your beneficiaries than what would be obtained from traditional taxable investments and this, when the second insured person dies 
  • The estate increases immediately
  • Capitalization in tax efficient conditions
  • A tax-free transfer to the beneficiaries at the time of death
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Feel free to contact us by phone at 1–866–370–7677
or by sending us an email to contact@soumissionassurancevie.ca.
We'll gladly answer any questions you may have.