The Joy of Retirement with Estate Certainty
Living an enjoyable retirement lifestyle, that took hard work to create, while leaving a meaningful legacy is a challenge for many Canadians. A powerful strategy to consider is the insured annuity solution that addresses both seemingly conflicting objectives.
This strategy couples an annuity investment strategy that delivers guaranteed lifetime income with insurance that protects the estate’s principal value. The Sorrell Advisory team consults with advisors and clients to ensure the subtleties of each unique circumstance are reflected in an insured annuity to maximize income, estate value and deliver on legacy ambitions. Additional enhancements may be achieved with the use of corporately owned insurance, which can further reduce the overall tax liability.
Related Technical Strategies & Concepts:
- Insured Annuity
- Corporately Owned Insurance
- Estate Equalization & Succession Planning
- Capital Gains Liability
- Maximized After-Tax Retirement Income
