December 17, 2020

Happy Anniversary, to me!

I’ve entered my 30th year of professional practice.

Where has all that the time gone, and where is all my dark hair?

Working with busy and successful business owners, entrepreneurs, incorporated professionals and affluent families I have learned that everyone knows what Life Insurance “is”, but most people don’t know what it “does.”

My latest article published in Investor’s Digest explains the 4 key reasons to consider Permanent Tax-Exempt Life Insurance and why it deserves to be part of your investment and estate planning portfolio.

Contact us for a no-obligation socially-distanced consultation via ZOOM or we can be nostalgic on a phone call.

Get the information you need now during these challenging times.

Read this: https://lnkd.in/g-cM-fz

Contact Us

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.
Local 416.364.2929
Toll Free 866.566.2001