How to Prepare for a Wealth Transfer With ProLaunch (Health & Beauty - Life Insurance)
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Item ID 3866133 in Category: Health & Beauty - Life Insurance
How to Prepare for a Wealth Transfer With ProLaunch | |
Did you know money held at the bank in a GIC is considered part of the estate? Other personal assets like real estate, and even other investment products such as securities and mutual funds are also considered part of the estate. The settlement of an estate can be a long and complex process that can keep funds tied up for months or longer, during which time the executor cannot pay any money to the heirs. Segregated funds offered through insurance companies protects the capital and allows the money to be passed on quickly and easily when the owner passes away, often avoiding conflicts between the heirs. Contact: Christopher Blueman Licensed Independent Financial Advisor Leave a message and we will return your call promptly. 1-800-686-2703 Ext: 88 | Plan.Prolaunch.ca  | |
| Target Prov.: Ontario Target City : All Cities Last Update : May 02, 2024 12:48 PM Number of Views: 177 | Item Owner : ProLaunch Contact Email: (None) Contact Phone: 800-686-2703 |
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2024-12-21 (0.547 sec)