Are Insured Annuities Making a Comeback?

16/07/2025 51 min Temporada 1 Episodio 4

Listen "Are Insured Annuities Making a Comeback?"

Episode Synopsis

With many Canadians shifting their focus from growth to guaranteed income and estate planning, the insured annuity strategy is gaining traction once again. We’ll explore:- How insured annuities work (life annuity + permanent insurance)- Which clients benefit most — and why timing matters- A real-life case study that shows the potential boost in net after-tax cash flow- Corporate vs. personal insured annuity considerationsDon’t miss this opportunity to refresh your approach to retirement income planning with Tony and Scott.