Brian had a conversation with Trevor Parry M.A. LL.B LL.M (Tax) CLU TEP about the differences between the Individual Pension Plan (IPP) and the Personal Pension Plan (PPP). This is a great video for advisors looking for answers about the differences between the two plans.
Corporate life insurance creates significant Capital Dividends (taxed at 0%). This is a great educational video that explains what CDA is, how it's calculated and how a capital dividend is paid to a surviving spouse/shareholder.
STEP's aims include raising the public profile of trust and estate work as a profession. Although a highly technical video, it provides an excellent discussion the Federal government's 2019 Budget.
PPI's Chris Ireland (see 'My Peers') joins as a panelist.
Trevor Parry is a long time friend and colleague of Brian Laundry. Trevor is recognized as one of the top experts pertaining to pensions (RCA's/IPP's) and corporate insurance strategies.
This CTV report was broadcasted yesterday (January 9, 2019). The media does a great job of allowing the consumer voice their displeasure, but neither the client or reporter understand exactly what happened.
This is a very quick example of how a family can receive tax-free capital dividends from the corporation (at death)
Discover the money saving power of Manulife One. See how it works
Millions of Canadians have mortgages with big banks. All big banks offer 'Mortgage Insurance' to eliminate the mortgage at death.
Mortgage Insurance (ie. Creditor Insurance) offered from lenders is the lowest quality (and most expensive) form of life insurance.
If you have mortgage/creditor insurance, replace that plan with a new individually owned plan offered by a Canadian Life Insurance Company.