Special “Box” to Grow and Protect Your Money!

What if you could get a new “box” in which to protect your money, accelerate your wealth, and keep it tax-free?   It’s not new, but it needs to be seen in an entirely new way.   Don't misunderstand due to some laws which changed.  This "box" remains one of the most generous tools in the world today to shelter against tax and empower your family wealth.

Pic _ watering money

What about this “box”?

  • Still yields 4-times more than 10-year government bonds.

  • Average annual yield over the past 30 years, near 8%.

  • Risk is 1/10th compared to stock market equities.

  • Guaranteed safer than stocks, bonds, real estate, deposits.

  • Expense ratio < 0.1%.

 Pic _ Cdn DOLLARS in hand

How Valuable is this "Box" ?

  • Freedom to put $10,000 or even $1,000,000 for tax-free growth.

  • Can automatically “self-fulfil” your purposes in disability or death.

  • Reduces “tax grab” that depletes the value of other assets.

  • Strategic way to supplement retirement and family estate.

  • Value for personal Lifestyle, now and generations to come.

Pic _ box for money

 

Why Now?

  • “NOW” is always the best time to employ legal strategies to overcome taxes and accelerate personal or family wealth.

  • Open the throttle on tax-free compound growth and see how this contributes to your family wealth year after year!

  • For example, here's the comparison to stocks, bonds, other deposits over the past 10, 30, 60 years!  Low risk, vigorous growth, access to capital when you need it.

GWL-PAR-2015-Financial-Facts-13

Top Accounting Firms strongly recommend this.   

  • Ernst & Young – "Managing your Personal Taxes"

  • KPMG – "Tax Planning for You and Your Family"

  • BDO Dunwoody – "Succession Planning for Family Business"

  • Barry J. Dyke, Pirates of Manhattan, (“tier one capital”)

  • Canadian Institute of Chartered Accountants (tool kits)

  • Insurers, wealth managers, since the 1800s.

GWL-PAR-2015-Financial-Facts-14

Focusing Wealth for LIFE ... reach me today.

We focus on Life and Wealth, enhancing and preserving your abundant Lifestyle and cutting taxes!  Reach me and we'll share what this "box" can truly become for you and your family.

What would you do with such a “box”?  Let's have a look!  We will design specifically to your needs, goals and personal desires. Reach me now -- let's open it up and see what's inside!

Brian Weatherdon, MA CFP CLU CPCA CRC, MDRT. 
Certified Financial Planner.  Certified Retirement Coach.
627 Guelph Line, Burlington, Ontario. L7R 3M7.  1-877-937-3500.
Email:   Brian@SovereignWealth.ca  -  905-637-3500 x 223
 
Author of : 
A Lifetime Of Wealth - And How Not To Lose It. (2013). 
Protecting Life, Loved Ones, and Future Dreams (2013).
Your Business - Your Retirement:  Halton Retirement Study (2015)
 ** This page is not an offer to sell or provide any specific product or service, other than to “open the box” and discuss what you would want it to be for you specifically, and how we can design such a program to fit your unique needs and desires.  While results have shown profound stability since inception in the 1800s, some aspects of this plan are variable:  for example dividends have fluctuated between near 6% to 10% over the past 30 years, but a guarantee would be nearer 3%.  As the product discussed above is “participating whole life insurance”, illustrations and definitions are vital to any sales material and mandatory prior to purchase.   I personally own this WL insurance, and also UL, term, CI, LTCI, insurances;  the right approach is the one which is properly tailored to your specific circumstances and needs.  To assure client-suitability we recommend proceeding in combination with certified financial planning, and with the knowledgeable concurrence of your professional accounting/tax advisor.   This “box” or insurance planning can be owned personally or within a business or trust structure, and WL may be most suitable between 10% to 30% of assets.  This is not a one-stop solution for financial security but fits as a valuable component to safeguard and optimize wealth-, income-, tax-, and estate-planning
 
WEBSITE BY SUDYMO WEB SERVICES (Robert Cook, 905-923-9702)