risk management planning
What it is
Risk Management Planning has two components:
- 1.A Risk Management Review that assesses the impact of potential income loss due to illness, injury or cash flow changes, including tools and products to help manage your risk.
- 2.An Insurance & Estate Planning Review that manages your risk, explores opportunities for tax efficiency and improves the strategic positioning of your family assets.
How it works
risk management
review
- Create a customized plan to fit your risk management needs today
- Help you understand the contracts and features of available products:
Income Protection
- Disability Income
- Critical Illness
Family Financial Security
- Life insurance – income and debt protection
- Tax preferred accumulation plans
- Income protection programs
Asset Protection
- Long Term Care
- Insured tax and estate programs
Insured Health Programs
insurance & estate
planning review
- Assess insurance and estate planning opportunities available to you
- Preserve your wealth and optimize the strategic positioning of your financial assets
- Potential solutions include:
- Insured Asset Transfer
- Insured Tax Solution
- Liquidity & Estate Equalization Strategies
- Tax-preferred Accumulation
- Philanthropy Strategies
- Family Bank
- Family Foundation
- Creditor Protected Programs
- Capital Dividend Account Optimization
What you can expect
- Access to financial assets when you need them
- Peace of mind that you are mitigating your risks with prudent financial strategies