https://chrisgeldert.ca/wp-content/uploads/2023/02/ISTHEL_1.jpe 350 525 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-02-01 07:00:002023-02-01 08:00:45Is the Life Insurance Industry in Canada Stable?
Given the problems encountered by some large financial institutions in the United States, how concerned should we be about the state of the life insurance industry in Canada?
https://chrisgeldert.ca/wp-content/uploads/2023/01/dont-wait-too-long-3.jpg 200 300 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-01-02 13:29:272023-01-02 14:33:40Don’t Wait Too Long to Convert Your Term Insurance
If you require permanent life insurance coverage for family, estate planning, business, or tax planning purposes or you just wish to accumulate money in your life insurance program it may be time to look at a permanent, level-cost solution.
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Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your personal calendar to ensure you don't miss any important financial obligations.
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The end of 2022 is quickly approaching – which means for business owners, it's time to review tax tips and strategies to maximize your benefits.
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The end of 2022 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs. • Families, including how to claim childcare expenses and make the most of RESPs. • Retirees, including essential details about applying for CPP and OAS.
https://chrisgeldert.ca/wp-content/uploads/2022/12/Why-Insurance-is-so-important.png 281 500 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-12-01 06:30:002022-12-01 07:33:43Why Insurance Is So Important If You’re A Single Parent
Being a single parent is a lot of responsibility. Learn how the right types of insurance can provide you and your family with the financial protection they need.
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During this stressful and challenging time, many are wondering what effect COVID-19 could have on their life insurance. Some may be worried that the insurance companies would make changes to their existing policy due to coronavirus concerns, resulting in an increase in their premiums or a restriction to their coverage. It should be reassuring to all that insurance companies are generally not able to change the contractual provisions of the insurance policies that are in force.
https://chrisgeldert.ca/wp-content/uploads/2022/11/Now-May-Be-a-Good-Time-to-Review-Your.jpg 200 300 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-11-01 06:30:002022-11-01 07:21:23Now May Be a Good Time to Review your Estate Plan
It has long been an accepted strategy to provide sufficient estate liquidity to pay taxes due at death from the proceeds of a life insurance policy. In Canada we are fortunate to have permanent life insurance policies that insure an individual for their entire life with a premium that is guaranteed not to increase. It is feasible to be able to use these policies in an effective estate plan.
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For incorporated professionals, making sure your business is financially protected can be overwhelming. Incorporated Professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role.
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Naming a beneficiary of a life insurance policy provides a significant benefit in planning and protecting one’s estate. With a named beneficiary, the death benefit is paid directly to the beneficiary and is received tax-free. It bypasses the policyowner’s estate and is not subject to probate or any other administrative fees.