Permanent life insurance – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 13 Nov 2024 15:09:48 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Permanent life insurance – Investment Executive https://www.investmentexecutive.com 32 32 Product roundup: J.P. Morgan Asset Management eyes private markets https://www.investmentexecutive.com/news/products/product-roundup-j-p-morgan-asset-management-eyes-private-markets/ Tue, 12 Nov 2024 21:15:04 +0000 https://www.investmentexecutive.com/?p=496541 Plus, product launches from Manulife, Picton Mahoney and LongPoint

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]]> Why holding index funds within a life insurance policy can be tax-efficient https://www.investmentexecutive.com/inside-track_/mary-hagerman/why-holding-index-funds-within-a-life-insurance-policy-can-be-tax-efficient/ Tue, 11 Jun 2024 17:00:01 +0000 https://www.investmentexecutive.com/?p=487267 Permanent insurance also has a host of other tax benefits

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]]> Cascading wealth https://www.investmentexecutive.com/newspaper_/insurance-guide/cascading-wealth/ Mon, 14 Jun 2021 04:15:00 +0000 https://www.investmentexecutive.com/?p=423100 Boomers are using permanent life insurance to leave a multigenerational legacy

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]]> Sun Life launches new permanent life insurance products https://www.investmentexecutive.com/news/products/sun-life-launches-new-permanent-life-insurance-products/ Mon, 30 Sep 2019 19:02:39 +0000 https://www.investmentexecutive.com/?p=387982 Two new products were unveiled on Monday

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]]> How the CRA views seg funds in registered plans https://www.investmentexecutive.com/news/industry-news/how-cra-views-seg-funds-in-registered-plans/ Tue, 16 Oct 2018 16:15:06 +0000 https://www.investmentexecutive.com/?p=357184 Details from the tax folio on advantages

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]]> Looking past the premiums https://www.investmentexecutive.com/in-depth_/magazines/looking-past-the-premiums/ Mon, 15 Oct 2018 00:24:00 +0000 https://www.investmentexecutive.com/?p=356985 Permanent life insurance can be good value for wealthy clients who can afford the upfront costs

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]]> Insurance exemption deadline looms https://www.investmentexecutive.com/in-depth_/special-reports/insurance-exemption-deadline-looms/ Thu, 13 Oct 2016 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/insurance-exemption-deadline-looms/ While tax exemptions that apply to some permanent life insurance policies will be tightened up next year, advisors insist insurance will remain a valuable tax-planning tool: "It's just going to be a new reality"

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]]> The perils of permanent life: part two https://www.investmentexecutive.com/building-your-business/practice-management/the-perils-of-permanent-life-part-two/ Tue, 12 Jul 2016 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/the-perils-of-permanent-life-part-two/ In the second part of a two-part video series, “The perils of permanent life,” Jim Ruta, president, AdvisorCraft Media and Consulting, continues his top 10 list of the perils clients may face if permanent insurance is sold the wrong way.

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]]> The perils of permanent life: part one https://www.investmentexecutive.com/building-your-business/practice-management/the-perils-of-permanent-life-part-one/ Tue, 05 Jul 2016 14:25:00 +0000 https://www.investmentexecutive.com/uncategorized/the-perils-of-permanent-life-part-one/ In the first part of a two-part video series, “The perils of permanent life,” Jim Ruta, president, AdvisorCraft Media and Consulting, shares part one of his top 10 list of the perils of selling permanent life insurance the wrong way.

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]]> Help clients understand the benefits of permanent insurance https://www.investmentexecutive.com/building-your-business/financial-planning/help-clients-understand-the-benefits-of-permanent-insurance/ Mon, 20 Jun 2016 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/help-clients-understand-the-benefits-of-permanent-insurance/ The features of permanent insurance may make it worth the higher cost

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