Joint last-to-die policies and liquidity challenges
Pierre Ghorbanian
![Pierre Ghorbanian]()
Pierre Ghorbanian
BMO Insurance | Vice-President | Advanced Markets | MBA, CFP, TEP
Life insurance can be a critical part of an estate plan. Yet, even clients who understand the role that life insurance plays in estate planning may not fully appreciate the nuances involved. This can put them at risk of liquidity challenges.
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Consultant - Wealth, Estate & Insurance Planning, Group Benefits
1 年Pierre, this is an extremely well written article on a little known subject. Well done.
Financial Planner, Sun Life | President of Moments of Truth Insurance Services Corp.
1 年Thanks for sharing this post and excellent article, Pierre Ghorbanian! ?? I believe that all Canadians should ask themselves the following question: are you so madly in love with somebody at the Canada Revenue Agency that you’re OK giving them a bunch of your money? Only life insurance provides cash when you need it most and have it the least! Translation = more money for your family, your business or the causes that you give consideration to!