Case Study

Request Consultation

Please provide your contact information

so we can get in touch with you to schedule a meeting

Case Study

Client/Challenge:

Mrs. B, is a 70 year old widow with 2 adult children. Her $20 Million estate is comprised of real estate and other fixed income investments. She wanted to eliminate estate taxes and leave a charitable legacy.

Without WEALTHinsurance®:

Mrs. B's family would have liquidated most of her investment portfolio and some of the properties to pay $5 million in taxes.

Outcome:

We helped her create a $10 million gift to a private foundation through insurance, so her family will no longer be required to pay a $5 million tax bill when she dies. She will be remembered for leaving a $10 million gift to charity instead of a $5 million payment to Canada Revenue Agency.

Let us help preserve your wealth

Set up a meeting