The best know tips and tricks for maximizing your estate plan using life insurance. This podcast talks about the little known tips and tricks that life insurance planning can do to save your family and estate money now and in the future.
Canadian Tax Secrets: Term Insurance Has Amazing Options
All things term insurance. We go through the ins and outs of term insurance options to make sure you know what your policy or your clients policies options are when they own or buying term insurance.
3 Apr 2023
Canadian Tax Secrets | Epi. 6 - Asking About Your Clients Insurance Policy
The podcast provides some tips to add value to insurance policies, even if you, as an accountant, do not have a deep understanding of insurance. Accountants can ask clients questions to ensure they are getting the most out of their investments within their insurance policies, including whether clients pay their insurance premiums monthly or annually, whether they need their term policy beyond the initial term, and whether they have contractual guarantees in permanent policies.
Three main points:
1. Paying insurance premiums annually instead of monthly can result in an 8 to 12% discount, saving clients significant money in the long run.
2. Accountants should ask clients essential questions to ensure their investments are aligned with their goals and risk tolerance, including questions about the investments in their universal life policy, their performance and fees, policy loans and interest rates, collateral assignments, beneficiaries, and whether they have enough life insurance.
3. Accountants can provide value to clients by asking good questions and ensuring their investments align with their goals and risk tolerance, even if they do not deeply understand insurance.
With tax season approaching, it is essential to ask these questions as they can impact your client's financial plan. Make sure to like, and subscribe for more episodes!
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6 Feb 2023
Canadian Tax Secrets | Epi. 5 - FEA and Insurance
In this episode Rylan talk about what the purpose of an FEA (Family Enterprise Advisors), why Swell has gotten into the space and how teamwork brings out the best outcome.
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10 Oct 2022
Canadian Tax Secrets | Epi. 4 - Manulife Disability Update
In today’s episode Rylan gives his thoughts on a huge change that has happened in the insurance industry. Manulife recently made the decision to get rid of three disability policies. What does this mean though? tune in to find out! What are your thoughts on this? Let us know in the comments below. Are you an accountant and want to learn more about how you can implement insurance into your advisory work? Join the newsletter for accountants: https://bio.site/swellwealth The Swell Blog: https://www.swellwealth.com/blog Our Website: https://www.swellwealth.com/
12 Sept 2022
Canadian Tax Secrets | Epi. 3 - IFA With A Farming Family
In this episode, Rylan Olsen speaks about how an IFA can be a beneficial strategy even when farmers are typically net zero for tax deductions. The immediate financing arrangement is a strategy that involves life insurance, where you purchase a life insurance policy that has cash value associated with it. Join Rylan as he cuts right to the chase and explains how this can help your farm clients.
17 Aug 2022
Canadian Tax Secrets | Channel Introduction
In this bonus episode (channel introduction), Rylan discusses what he does in his profession and the overall purpose of this podcast. Join Rylan and Steve as they discuss insights on Canadian tax secrets.
26 May 2022
Canadian Tax Secrets | Epi. 2 - The Capital Dividend Account
5 Apr 2022
Canadian Tax Secrets | Epi. 1 - Why Corporate Insurance
Why should your clients own their insurance corporately? What are the benefits of corporate insurance? What should you be careful of and what are the strengths? We cut the bull and get right to the good stuff on why clients should start owning their insurance corporately.
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