SG Wealth Wisdom March 2024

Hello,

In March, it was an exciting month of learning and connecting. I hosted a webinar on "Minimizing and Mitigating Tax on Retained Earnings," focusing on strategies to optimize financial outcomes for businesses. It was rewarding to share insights and strategies with participants looking to enhance their financial planning.

I also had the privilege of attending the Advocis Toronto Chapter x MDRT International Women's Day event at the Ontario Bar Association. It was inspiring to connect with fellow women leaders in the industry, discussing empowerment and growth in financial services.

March was a month of growth and collaboration, and I look forward to continuing to serve my clients with enhanced knowledge and strategies in the months ahead.

Warm regards,

Can My Business Pay for My Life Insurance?

Your business can purchase life insurance for you, usually at a rate that is much lower than purchasing individual life insurance, and there are many benefits for your business.

There are some areas where having your business pay for life insurance does not work out in the way that you think, so understanding what goes on is important for making an informed decision.

Join Jim and me in an informative episode as we discuss the details of insurance for High Net Worth clients. Jim explores universal retirement concerns and strategies to optimize life insurance in this market.

Delve into the phenomenon of "Shirtsleeves to Shirtsleeves," shedding light on generational wealth planning. Gain insights into the biggest regrets business owners face.

Don't miss this enlightening discussion on securing financial legacies and navigating the challenges of wealth preservation.

WATCH FULL PODCAST EPISODE