How Business Owners & Real Estate Investors Use Premium-Financed Permanent Life Insurance (Canada) скачать в хорошем качестве

How Business Owners & Real Estate Investors Use Premium-Financed Permanent Life Insurance (Canada)

If you’re a business owner or real estate investor in Canada, you could be facing a six- or seven-figure tax bill at death—even if nothing is sold. In this video, I explain how some high-net-worth families use corporate-owned permanent life insurance and, in certain situations, premium financing (Immediate Financing Arrangements) to protect their legacy while keeping more cash available to reinvest in their business or portfolio. What you’ll learn: • Why estate taxes can create a major liquidity problem for asset-rich families • How corporate-owned permanent insurance can create tax-efficient estate liquidity • How an Immediate Financing Arrangement may allow a corporation to finance premiums, helping preserve cash flow for growth (when suitable) • How this can support multi-generational wealth transfer planning Book a private appointment. If you’d like to discuss whether this could fit your situation, email me directly: nader.nasr@rbc.com (Please include your province and whether you’re a business owner or real estate investor.) If this was helpful, please like, subscribe, and hit the bell icon so you’re notified when I post new videos. About us: Nader Nasr, CIM® Portfolio Manager | RBC Dominion Securities Serving business owners, real estate investors, and high-net-worth families with integrated wealth, tax-aware planning, and multi-generational strategies. Direct: 514-495-5946 Email: nader.nasr@rbc.com Disclaimer: Nothing in this video constitutes legal, accounting, estate planning or tax advice and should not be relied upon as such. You are advised to consult with independent tax and legal advisors before taking any action based upon the information contained herein to ensure your own circumstances have been properly considered. All opinions and views expressed by the speaker(s) are not representative of views and opinions of RBC DS. All Information and opinions provided in this video are in good faith, but without legal responsibility.