Home | Contact us | Manulife Securities Disclaimers
 

Risk and Estate Planning

Offsetting risk may be the most important part of your financial plan.  We recommend many strategies to help bullet proof your plan, both for while you are living and for your estate.  Here are some examples of our offerings...

Risk Management

  • Term Life Insurance
  • Permanent Life Insurance
  • Universal Life Insurance
  • Tax Exempt Life Insurance Contracts
  • Critical Illness Insurance
  • Disability Insurance
  • Office Overhead Protection
  • Buy-Sell Agreement Funding (covering business partner death, disability and retirement)
  • Key Person Insurance

Estate Planning Considerations

  • Segregated Funds
  • Named Beneficiary Investments
  • Tax Exempt Life Insurance Contracts
  • Family Trusts
  • Charitable Giving

"Offsetting risk may be the most important part of your
financial plan."