by CFS Wealth Management Inc. | Jan 31, 2022 | Life and Health Insurance 101, Life Insurance
When building a house, you start with a solid foundation before you start framing the structure. Below are two ways your child’s (grandchild’s) financial foundation can be set up for success. Option 1A – RESP A Registered Education Savings Plan (RESP) can...
by CFS Wealth Management Inc. | Jan 19, 2022 | Life Insurance
Do any of the below resonate with you? I hold traditional investments inside my holding/operating company I am looking to diversify my holdings towards an alternative tax-advantaged asset class I want to increase the internal rate of return on my estate plan. I want...
by CFS Wealth Management Inc. | Oct 7, 2021 | Life Insurance
Life insurance is a smart decision to make to secure your family’s income and expenses in the event of the unexpected. Another positive of having life insurance is that you can fund your legacy plan with it. What is legacy? A Legacy Plan is simply a...
by CFS Wealth Management Inc. | Sep 30, 2021 | Life Insurance
The moment you’ve been waiting for is here and whether you’re thinking of having a baby, are in the process of, or already had, you will always wonder about the world that awaits them. It’s a precious life event that is and will be affected by your decision. ...
by Diana-Sarivan | Feb 2, 2021 | Life and Health Insurance 101, Life Insurance
Critical Illness insurance is a relatively new form of protection that provides money while you are still alive. It has tremendous flexibility if you become critically ill because there are no requirements for how you spend the lump-sum of money that you receive....
