Estate Preservation Strategy
- Grow some of your assets within a tax-deferred investment vehicle
- Significantly increase your estate's after-tax = value to your heirs
- Avoid probate, legal and executor fees in respect of the insurance proceeds
- Potentially protect your assets within the policy from creditors
- Reduce the cost of a couple's life insurance protection by purchasing a joint life policy
The assets you've built up over your lifetime - such as a home, cottage, investment portfolio, business, or farm - mean a lot to you, and to your family. However, when you and your spouse pass away, virtually all of these assets will be subject to tax. As a result, your heirs could receive an estate of considerably less value because they have to borrow against the value of the estate, or even be forced to sell these cherished assets just pay the tax bill. Transamerica's Estate Preservation Strategy is designed to solve this issue
This product is available through Transmerica.
Contact Us
Feel free to give us a call if you have any questions or concerns about this product. We are more than happy to assist you in picking the product that is right for you. There is absolutely no obligation.
Toll-free: 1-800-97DCOSTA
or 1-800-973-2678
Phone: (905) 471-0572
Fax: (905) 471-8572
Email: dfg@dfglife.com
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Copyright 2011: D'Costa Financial Group. Canadian Term Insurance. All rights reserved.
5871 Highway 7 East, 3rd Floor
Markham, Ontario L3P 1A3
905-471-0572 | dfg@dfglife.com
