With many Canadians shifting their focus from growth to guaranteed income and estate planning, the insured annuity strategy is gaining traction once again.
We’ll explore:
- How insured annuities work (life annuity + permanent insurance)
- Which clients benefit most — and why timing matters
- A real-life case study that shows the potential boost in net after-tax cash flow
- Corporate vs. personal insured annuity considerations
Don’t miss this opportunity to refresh your approach to retirement income planning with Tony and Scott.
